Waypoint Capital Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $354K | Hold |
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|
2023
Q4 | $358K | Hold |
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|
2023
Q3 | $333K | Hold |
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|
2023
Q2 | $351K | Hold |
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|
2023
Q1 | $356K | Hold |
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|
2022
Q4 | $347K | Hold |
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|
2022
Q3 | $335K | Hold |
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|
2022
Q2 | $349K | Hold |
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|
2022
Q1 | $364K | Buy |
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|
2021
Q4 | $229K | Buy |
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