PSI
Pinnacle Summer Investments’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $12.6M | Buy |
158,887
+75,249
| +90% | +$5.99M | 1.86% | 12 |
|
|
2015
Q3 | $6.71M | Sell |
83,638
-16,273
| -16% | -$1.31M | 1.15% | 16 |
|
|
2015
Q2 | $8.01M | Buy |
99,911
+1,140
| +1% | +$91.4K | 1.69% | 8 |
|
|
2015
Q1 | $7.95M | Sell |
98,771
-1,260
| -1% | -$101K | 1.1% | 13 |
|
|
2014
Q4 | $8.07M | Buy |
100,031
+46,406
| +87% | +$3.75M | 0.99% | 17 |
|
|
2014
Q3 | $4.29M | Buy |
53,625
+18,876
| +54% | +$1.51M | 0.48% | 25 |
|
|
2014
Q2 | $2.79M | Buy |
+34,749
| New | +$2.79M | 0.32% | 37 |
|