MAA
Matrix Asset Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,217
| Closed | -$264K | – | 82 |
|
|
2021
Q1 | $264K | Buy |
3,217
+35
| +1% | +$2.87K | 0.04% | 82 |
|
|
2020
Q4 | $264K | Buy |
3,182
+163
| +5% | +$13.5K | 0.04% | 79 |
|
|
2020
Q3 | $251K | Buy |
3,019
+57
| +2% | +$4.74K | 0.05% | 73 |
|
|
2020
Q2 | $246K | Sell |
2,962
-495
| -14% | -$41.1K | 0.05% | 68 |
|
|
2020
Q1 | $284K | Sell |
3,457
-215
| -6% | -$17.7K | 0.06% | 58 |
|
|
2019
Q4 | $296K | Buy |
3,672
+664
| +22% | +$53.5K | 0.05% | 65 |
|
|
2019
Q3 | $243K | Buy |
+3,008
| New | +$243K | 0.04% | 65 |
|