Baystate 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
2023
Q3
Sell
-262
Closed -$12.1K 1111
2023
Q2
$12.1K Buy
262
+2
+0.8% +$92 ﹤0.01% 540
2023
Q1
$12.2K Sell
260
-1,062
-80% -$49.9K ﹤0.01% 526
2022
Q4
$60K Buy
1,322
+1,065
+414% +$48.3K 0.01% 310
2022
Q3
$11K Buy
257
+1
+0.4% +$43 ﹤0.01% 531
2022
Q2
$12K Buy
+256
New +$12K ﹤0.01% 537
2018
Q1
Sell
-400
Closed -$19K 725
2017
Q4
$19K Hold
400
﹤0.01% 305
2017
Q3
$20K Hold
400
﹤0.01% 284
2017
Q2
$20K Hold
400
﹤0.01% 277
2017
Q1
$19K Hold
400
﹤0.01% 280
2016
Q4
$19K Buy
+400
New +$19K ﹤0.01% 238