Planned Solutions’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
-75
Closed -$3.51K 573
2024
Q3
$3.51K Buy
+75
New +$3.51K ﹤0.01% 520
2024
Q1
Sell
-165
Closed -$7.76K 498
2023
Q4
$7.76K Buy
+165
New +$7.76K ﹤0.01% 441
2021
Q1
Sell
-33
Closed -$2K 369
2020
Q4
$2K Sell
33
-32
-49% -$1.94K ﹤0.01% 440
2020
Q3
$3K Buy
+65
New +$3K ﹤0.01% 304