Consilio Wealth 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
2023
Q4
Sell
-6,499
Closed -$281K 57
2023
Q3
$281K Sell
6,499
-8,184
-56% -$354K 0.16% 40
2023
Q2
$678K Hold
14,683
0.37% 30
2023
Q1
$687K Hold
14,683
0.39% 31
2022
Q4
$670K Buy
+14,683
New +$670K 0.43% 29