Traphagen Investment Advisors’s SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4,061
| Closed | -$213K | – | 148 |
|
|
2020
Q4 | $213K | Hold |
4,061
| – | – | 0.04% | 128 |
|
|
2020
Q3 | $211K | Sell |
4,061
-475
| -10% | -$24.7K | 0.04% | 118 |
|
|
2020
Q2 | $234K | Hold |
4,536
| – | – | 0.05% | 111 |
|
|
2020
Q1 | $227K | Hold |
4,536
| – | – | 0.06% | 106 |
|
|
2019
Q4 | $229K | Buy |
+4,536
| New | +$229K | 0.05% | 105 |
|