Truepoint Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,949
| Closed | -$279K | – | 136 |
|
|
2024
Q3 | $279K | Sell |
5,949
-1,473
| -20% | -$69K | 0.01% | 112 |
|
|
2024
Q2 | $340K | Sell |
7,422
-3,691
| -33% | -$169K | 0.01% | 100 |
|
|
2024
Q1 | $517K | Buy |
+11,113
| New | +$517K | 0.01% | 86 |
|
|
2018
Q1 | – | Sell |
-7,835
| Closed | -$384K | – | 111 |
|
|
2017
Q4 | $384K | Sell |
7,835
-998
| -11% | -$48.9K | 0.04% | 58 |
|
|
2017
Q3 | $432K | Sell |
8,833
-1,229
| -12% | -$60.1K | 0.04% | 61 |
|
|
2017
Q2 | $493K | Buy |
10,062
+79
| +0.8% | +$3.87K | 0.05% | 57 |
|
|
2017
Q1 | $478K | Buy |
+9,983
| New | +$478K | 0.05% | 58 |
|