W Advisors 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,036
| Closed | -$463K | – | 107 |
|
|
2023
Q2 | $463K | Buy |
10,036
+947
| +10% | +$43.7K | 0.36% | 64 |
|
|
2023
Q1 | $426K | Sell |
9,089
-29
| -0.3% | -$1.36K | 0.35% | 67 |
|
|
2022
Q4 | $416K | Sell |
9,118
-441
| -5% | -$20.1K | 0.35% | 70 |
|
|
2022
Q3 | $421K | Sell |
9,559
-57,705
| -86% | -$2.54M | 0.39% | 62 |
|
|
2022
Q2 | $3.09M | Buy |
67,264
+25,458
| +61% | +$1.17M | 2.67% | 10 |
|
|
2022
Q1 | $2M | Buy |
41,806
+36,439
| +679% | +$1.74M | 1.51% | 17 |
|
|
2021
Q4 | $278K | Buy |
+5,367
| New | +$278K | 0.21% | 84 |
|