GWA
Guidant Wealth Advisors’s SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3,488
| Closed | -$204K | – | 258 |
|
|
2019
Q2 | $204K | Hold |
3,488
| – | – | 0.08% | 107 |
|
|
2019
Q1 | $200K | Sell |
3,488
-233
| -6% | -$13.4K | 0.08% | 107 |
|
|
2018
Q4 | $208K | Sell |
3,721
-1,035
| -22% | -$57.9K | 0.1% | 81 |
|
|
2018
Q3 | $265K | Hold |
4,756
| – | – | 0.11% | 40 |
|
|
2018
Q2 | $267K | Hold |
4,756
| – | – | 0.12% | 38 |
|
|
2018
Q1 | $264K | Hold |
4,756
| – | – | 0.12% | 37 |
|
|
2017
Q4 | $266K | Buy |
4,756
+42
| +0.9% | +$2.35K | 0.12% | 40 |
|
|
2017
Q3 | $263K | Buy |
4,714
+40
| +0.9% | +$2.23K | 0.19% | 37 |
|
|
2017
Q2 | $265K | Hold |
4,674
| – | – | 0.14% | 61 |
|
|
2017
Q1 | $264K | Buy |
4,674
+642
| +16% | +$36.3K | 0.14% | 61 |
|
|
2016
Q4 | $228K | Buy |
+4,032
| New | +$228K | 0.13% | 65 |
|