Pin Oak Investment Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-36
Closed -$2K 468
2024
Q3
$2K Buy
+36
New +$2K ﹤0.01% 429
2019
Q1
Sell
-400
Closed -$33K 426
2018
Q4
$33K Hold
400
0.03% 205
2018
Q3
$32K Hold
400
0.02% 222
2018
Q2
$32K Hold
400
0.02% 225
2018
Q1
$33K Hold
400
0.03% 222
2017
Q4
$34K Buy
+400
New +$34K 0.03% 227