PWMAG
Pinnacle Wealth Management Advisory Group’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,345
| Closed | -$266K | – | 295 |
|
|
2022
Q1 | $266K | Buy |
+5,345
| New | +$266K | 0.04% | 239 |
|
|
2020
Q4 | – | Sell |
-15,740
| Closed | -$790K | – | 188 |
|
|
2020
Q3 | $790K | Buy |
15,740
+3,865
| +33% | +$194K | 0.27% | 85 |
|
|
2020
Q2 | $596K | Sell |
11,875
-965
| -8% | -$48.4K | 0.22% | 99 |
|
|
2020
Q1 | $639K | Buy |
12,840
+5,260
| +69% | +$262K | 0.31% | 79 |
|
|
2019
Q4 | $380K | Buy |
+7,580
| New | +$380K | 0.14% | 131 |
|