MSI Financial Services’s SPDR NUVEEN BARCLAYS N Y MUN BD ETF INY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q3 | – | Sell |
-16,012
| Closed | -$394K | – | 4305 |
|
2016
Q2 | $394K | Buy |
16,012
+1,277
| +9% | +$31.4K | 0.01% | 732 |
|
2016
Q1 | $352K | Sell |
14,735
-150
| -1% | -$3.58K | 0.01% | 730 |
|
2015
Q4 | $354K | Buy |
14,885
+12,340
| +485% | +$293K | 0.02% | 679 |
|
2015
Q3 | $59K | Hold |
2,545
| – | – | ﹤0.01% | 1143 |
|
2015
Q2 | $59K | Hold |
2,545
| – | – | ﹤0.01% | 1229 |
|
2015
Q1 | $60K | Buy |
+2,545
| New | +$60K | ﹤0.01% | 1243 |
|