Pinnacle Advisory Group’s ISHARES TR 2014 AMT-FREE MUN TERM ETF MUAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-40,645
| Closed | -$2.08M | – | 147 |
|
|
2014
Q2 | $2.08M | Sell |
40,645
-955
| -2% | -$48.8K | 0.24% | 30 |
|
|
2014
Q1 | $2.13M | Buy |
+41,600
| New | +$2.13M | 0.21% | 34 |
|
|
2013
Q4 | – | Sell |
-32,053
| Closed | -$1.65M | – | 113 |
|
|
2013
Q3 | $1.65M | Buy |
32,053
+4,285
| +15% | +$221K | 0.19% | 36 |
|
|
2013
Q2 | $1.44M | Buy |
+27,768
| New | +$1.44M | 0.19% | 30 |
|