PSI
Pinnacle Summer Investments’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $15M | Buy |
180,914
+85,637
| +90% | +$7.11M | 2.22% | 6 |
|
|
2015
Q3 | $8.04M | Buy |
95,277
+1,390
| +1% | +$117K | 1.37% | 6 |
|
|
2015
Q2 | $7.88M | Buy |
93,887
+1,076
| +1% | +$90.3K | 1.66% | 12 |
|
|
2015
Q1 | $8M | Sell |
92,811
-1,263
| -1% | -$109K | 1.11% | 12 |
|
|
2014
Q4 | $8.21M | Buy |
94,074
+43,525
| +86% | +$3.8M | 1.01% | 16 |
|
|
2014
Q3 | $4.26M | Buy |
50,549
+17,940
| +55% | +$1.51M | 0.47% | 26 |
|
|
2014
Q2 | $2.76M | Buy |
+32,609
| New | +$2.76M | 0.32% | 39 |
|