GAM
Gould Asset Management’s VanEck Short Muni ETF SMB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q4 | – | Sell |
-13,870
| Closed | -$243K | – | 112 |
|
2015
Q3 | $243K | Sell |
13,870
-4,390
| -24% | -$76.9K | 0.14% | 84 |
|
2015
Q2 | $317K | Buy |
18,260
+700
| +4% | +$12.2K | 0.16% | 75 |
|
2015
Q1 | $308K | Buy |
17,560
+2,100
| +14% | +$36.8K | 0.15% | 76 |
|
2014
Q4 | $271K | Buy |
15,460
+2,810
| +22% | +$49.3K | 0.13% | 80 |
|
2014
Q3 | $223K | Sell |
12,650
-2,560
| -17% | -$45.1K | 0.11% | 95 |
|
2014
Q2 | $268K | Sell |
15,210
-7,220
| -32% | -$127K | 0.13% | 85 |
|
2014
Q1 | $395K | Buy |
22,430
+1,600
| +8% | +$28.2K | 0.21% | 57 |
|
2013
Q4 | $366K | Buy |
20,830
+6,075
| +41% | +$107K | 0.21% | 57 |
|
2013
Q3 | $258K | Buy |
14,755
+3,980
| +37% | +$69.6K | 0.16% | 66 |
|
2013
Q2 | $189K | Buy |
+10,775
| New | +$189K | 0.12% | 68 |
|