Apriem Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-56
| Closed | -$5K | – | 184 |
|
|
2017
Q1 | $5K | Hold |
56
| – | – | ﹤0.01% | 472 |
|
|
2016
Q4 | $5K | Sell |
56
-406
| -88% | -$36.3K | ﹤0.01% | 490 |
|
|
2016
Q3 | $40K | Buy |
462
+406
| +725% | +$35.2K | 0.01% | 244 |
|
|
2016
Q2 | $5K | Hold |
56
| – | – | ﹤0.01% | 459 |
|
|
2016
Q1 | $5K | Buy |
+56
| New | +$5K | ﹤0.01% | 433 |
|