TrueWealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $160K | Hold |
3,100
| – | – | 0.07% | 156 |
|
|
2020
Q1 | $155K | Hold |
3,100
| – | – | 0.08% | 142 |
|
|
2019
Q4 | $157K | Hold |
3,100
| – | – | 0.06% | 164 |
|
|
2019
Q3 | $157K | Hold |
3,100
| – | – | 0.07% | 154 |
|
|
2019
Q2 | $155K | Hold |
3,100
| – | – | 0.07% | 156 |
|
|
2019
Q1 | $153K | Sell |
3,100
-2,256
| -42% | -$111K | 0.07% | 155 |
|
|
2018
Q4 | $258K | Buy |
5,356
+18
| +0.3% | +$867 | 0.13% | 106 |
|
|
2018
Q3 | $253K | Sell |
5,338
-1,657
| -24% | -$78.5K | 0.12% | 111 |
|
|
2018
Q2 | $336K | Buy |
6,995
+13
| +0.2% | +$624 | 0.16% | 95 |
|
|
2018
Q1 | $335K | Buy |
6,982
+8
| +0.1% | +$384 | 0.17% | 90 |
|
|
2017
Q4 | $342K | Buy |
+6,974
| New | +$342K | 0.16% | 95 |
|