WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-70
| Closed | -$4K | – | 1711 |
|
|
2016
Q3 | $4K | Sell |
70
-2,884
| -98% | -$165K | ﹤0.01% | 1311 |
|
|
2016
Q2 | $149K | Buy |
2,954
+1,532
| +108% | +$77.3K | 0.04% | 405 |
|
|
2016
Q1 | $70K | Buy |
1,422
+514
| +57% | +$25.3K | 0.02% | 573 |
|
|
2015
Q4 | $44K | Buy |
908
+314
| +53% | +$15.2K | 0.01% | 701 |
|
|
2015
Q3 | $29K | Buy |
594
+523
| +737% | +$25.5K | 0.01% | 784 |
|
|
2015
Q2 | $3K | Sell |
71
-50
| -41% | -$2.11K | ﹤0.01% | 1427 |
|
|
2015
Q1 | $6K | Buy |
121
+3
| +3% | +$149 | ﹤0.01% | 1329 |
|
|
2014
Q4 | $6K | Buy |
118
+47
| +66% | +$2.39K | ﹤0.01% | 1597 |
|
|
2014
Q3 | $3K | Hold |
71
| – | – | ﹤0.01% | 1797 |
|
|
2014
Q2 | $3K | Hold |
71
| – | – | ﹤0.01% | 1762 |
|
|
2014
Q1 | $3K | Hold |
71
| – | – | ﹤0.01% | 1745 |
|
|
2013
Q4 | $3K | Hold |
71
| – | – | ﹤0.01% | 1899 |
|
|
2013
Q3 | $3K | Sell |
71
-331
| -82% | -$14K | ﹤0.01% | 1867 |
|
|
2013
Q2 | $18K | Buy |
+402
| New | +$18K | ﹤0.01% | 1252 |
|