Cornerstone Planning Group’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
2024
Q4
Sell
-13
Closed -$606 1489
2024
Q3
$606 Sell
13
-1
-7% -$47 ﹤0.01% 1045
2024
Q2
$613 Hold
14
﹤0.01% 1045
2024
Q1
$598 Buy
14
+1
+8% +$43 ﹤0.01% 885
2023
Q4
$611 Hold
13
﹤0.01% 761
2023
Q3
$568 Buy
+13
New +$568 ﹤0.01% 876