GWA
Guidant Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $418K | Hold |
3,661
| – | – | 0.16% | 76 |
|
|
2019
Q2 | $414K | Sell |
3,661
-645
| -15% | -$72.9K | 0.16% | 77 |
|
|
2019
Q1 | $479K | Hold |
4,306
| – | – | 0.19% | 77 |
|
|
2018
Q4 | $469K | Sell |
4,306
-150
| -3% | -$16.3K | 0.22% | 66 |
|
|
2018
Q3 | $479K | Hold |
4,456
| – | – | 0.2% | 32 |
|
|
2018
Q2 | $484K | Sell |
4,456
-77
| -2% | -$8.36K | 0.21% | 32 |
|
|
2018
Q1 | $492K | Hold |
4,533
| – | – | 0.22% | 32 |
|
|
2017
Q4 | $500K | Hold |
4,533
| – | – | 0.22% | 32 |
|
|
2017
Q3 | $502K | Sell |
4,533
-185
| -4% | -$20.5K | 0.36% | 31 |
|
|
2017
Q2 | $518K | Buy |
4,718
+30
| +0.6% | +$3.29K | 0.27% | 55 |
|
|
2017
Q1 | $510K | Sell |
4,688
-58
| -1% | -$6.31K | 0.27% | 54 |
|
|
2016
Q4 | $517K | Sell |
4,746
-2,929
| -38% | -$319K | 0.29% | 51 |
|
|
2016
Q3 | $862K | Buy |
+7,675
| New | +$862K | 0.53% | 44 |
|