Western Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-4,578
| Closed | -$202K | – | 778 |
|
2022
Q3 | $202K | Sell |
4,578
-5,337
| -54% | -$235K | 0.01% | 752 |
|
2022
Q2 | $456K | Sell |
9,915
-2,843
| -22% | -$131K | 0.03% | 501 |
|
2022
Q1 | $612K | Buy |
12,758
+7,489
| +142% | +$359K | 0.03% | 469 |
|
2021
Q4 | $271K | Buy |
+5,269
| New | +$271K | 0.03% | 503 |
|
2021
Q2 | $421K | Buy |
8,127
+166
| +2% | +$8.6K | 0.04% | 400 |
|
2021
Q1 | $411K | Buy |
7,961
+2,412
| +43% | +$125K | 0.06% | 329 |
|
2020
Q4 | $291K | Buy |
+5,549
| New | +$291K | 0.04% | 362 |
|