GWA
Guidant Wealth Advisors’s iShares New York Muni Bond ETF NYF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $132K | Hold |
2,314
| – | – | 0.05% | 128 |
|
|
2019
Q2 | $131K | Hold |
2,314
| – | – | 0.05% | 130 |
|
|
2019
Q1 | $129K | Hold |
2,314
| – | – | 0.05% | 127 |
|
|
2018
Q4 | $126K | Hold |
2,314
| – | – | 0.06% | 94 |
|
|
2018
Q3 | $125K | Hold |
2,314
| – | – | 0.05% | 49 |
|
|
2018
Q2 | $126K | Hold |
2,314
| – | – | 0.05% | 49 |
|
|
2018
Q1 | $126K | Hold |
2,314
| – | – | 0.06% | 50 |
|
|
2017
Q4 | $128K | Buy |
2,314
+1,157
| +100% | +$64K | 0.06% | 50 |
|
|
2017
Q3 | $129K | Hold |
1,157
| – | – | 0.09% | 46 |
|
|
2017
Q2 | $128K | Hold |
1,157
| – | – | 0.07% | 77 |
|
|
2017
Q1 | $127K | Hold |
1,157
| – | – | 0.07% | 80 |
|
|
2016
Q4 | $127K | Buy |
1,157
+47
| +4% | +$5.16K | 0.07% | 78 |
|
|
2016
Q3 | $126K | Buy |
+1,110
| New | +$126K | 0.08% | 72 |
|