Wealth Alliance Advisory Group’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 | – | Sell |
-9,515
| Closed | -$476K | – | 135 |
|
|
2020
Q1 | $476K | Buy |
9,515
+2,531
| +36% | +$127K | 0.37% | 51 |
|
|
2019
Q4 | $353K | Hold |
6,984
| – | – | 0.2% | 78 |
|
|
2019
Q3 | $355K | Hold |
6,984
| – | – | 0.22% | 72 |
|
|
2019
Q2 | $351K | Hold |
6,984
| – | – | 0.22% | 73 |
|
|
2019
Q1 | $346K | Sell |
6,984
-1,588
| -19% | -$78.7K | 0.22% | 75 |
|
|
2018
Q4 | $412K | Sell |
8,572
-109,477
| -93% | -$5.26M | 0.31% | 56 |
|
|
2018
Q3 | $5.61M | Sell |
118,049
-2,184
| -2% | -$104K | 2.87% | 9 |
|
|
2018
Q2 | $5.77M | Buy |
120,233
+9,492
| +9% | +$455K | 3.16% | 9 |
|
|
2018
Q1 | $5.32M | Buy |
110,741
+50,659
| +84% | +$2.43M | 3.1% | 9 |
|
|
2017
Q4 | $2.94M | Buy |
+60,082
| New | +$2.94M | 2.64% | 12 |
|