CPA
Clear Perspective Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-20
| Closed | -$2K | – | 171 |
|
|
2018
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 457 |
|
|
2018
Q1 | $2K | Sell |
20
-180
| -90% | -$18K | ﹤0.01% | 447 |
|
|
2017
Q4 | $19K | Hold |
200
| – | – | 0.01% | 293 |
|
|
2017
Q3 | $19K | Hold |
200
| – | – | 0.02% | 288 |
|
|
2017
Q2 | $19K | Sell |
200
-250
| -56% | -$23.8K | 0.02% | 291 |
|
|
2017
Q1 | $41K | Hold |
450
| – | – | 0.03% | 224 |
|
|
2016
Q4 | $40K | Buy |
+450
| New | +$40K | 0.03% | 217 |
|