WMR
Wealth Management Resources’s SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,243
| Closed | -$527K | – | 34 |
|
|
2024
Q3 | $527K | Buy |
11,243
+6
| +0.1% | +$281 | 0.21% | 28 |
|
|
2024
Q2 | $514K | Sell |
11,237
-6,852
| -38% | -$313K | 0.22% | 30 |
|
|
2024
Q1 | $841K | Sell |
18,089
-50
| -0.3% | -$2.32K | 0.36% | 30 |
|
|
2023
Q4 | $853K | Buy |
18,139
+940
| +5% | +$44.2K | 0.4% | 30 |
|
|
2023
Q3 | $752K | Buy |
17,199
+1,615
| +10% | +$70.6K | 0.36% | 29 |
|
|
2023
Q2 | $719K | Buy |
+15,584
| New | +$719K | 0.42% | 27 |
|
|
2022
Q1 | – | Sell |
-11,997
| Closed | -$620K | – | 50 |
|
|
2021
Q4 | $620K | Buy |
+11,997
| New | +$620K | 0.4% | 31 |
|