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 |
|