OptiFour Integrated 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
2018
Q4
Sell
-5,511
Closed -$262K 57
2018
Q3
$262K Sell
5,511
-38
-0.7% -$1.81K 0.22% 46
2018
Q2
$266K Sell
5,549
-277
-5% -$13.3K 0.23% 45
2018
Q1
$280K Buy
5,826
+191
+3% +$9.18K 0.23% 45
2017
Q4
$276K Buy
+5,635
New +$276K 0.23% 48