Whitegate Investment Counselors’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
Q3 | – | Sell |
-4,400
| Closed | -$202K | – | 61 |
|
|
2022
Q2 | $202K | Buy |
+4,400
| New | +$202K | 0.07% | 59 |
|
|
2018
Q3 | – | Sell |
-5,550
| Closed | -$266K | – | 188 |
|
|
2018
Q2 | $266K | Sell |
5,550
-640
| -10% | -$30.7K | 0.05% | 164 |
|
|
2018
Q1 | $297K | Buy |
6,190
+100
| +2% | +$4.8K | 0.06% | 158 |
|
|
2017
Q4 | $298K | Sell |
6,090
-185
| -3% | -$9.05K | 0.06% | 154 |
|
|
2017
Q3 | $307K | Sell |
6,275
-3,150
| -33% | -$154K | 0.07% | 152 |
|
|
2017
Q2 | $459K | Buy |
9,425
+750
| +9% | +$36.5K | 0.1% | 127 |
|
|
2017
Q1 | $416K | Buy |
8,675
+1,650
| +23% | +$79.1K | 0.1% | 132 |
|
|
2016
Q4 | $333K | Buy |
+7,025
| New | +$333K | 0.09% | 130 |
|