RCS Financial Planning’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
-11,348
Closed -$524K 62
2023
Q2
$524K Buy
11,348
+1,540
+16% +$71.1K 0.43% 37
2023
Q1
$459K Buy
9,808
+21
+0.2% +$983 0.41% 39
2022
Q4
$446K Buy
+9,787
New +$446K 0.43% 36