Eagle Ridge Investment Management’s SPDR NUVEEN BARCLAYS N Y MUN BD ETF INY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q3
Sell
2016
Q2
$878K Buy
2016
Q1
$849K Buy
2015
Q4
$840K Buy
2015
Q3
$799K Buy