Pinnacle Wealth Management Advisory Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
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|
2018
Q4 | $701K | Sell |
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2018
Q3 | $1.54M | Buy |
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|
2018
Q2 | $1.14M | Hold |
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|
2018
Q1 | $1.14M | Buy |
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|
2017
Q4 | $1.08M | Sell |
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|
2017
Q3 | $1.27M | Hold |
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|
2017
Q2 | $1.27M | Hold |
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|
2017
Q1 | $1.27M | Sell |
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|
2016
Q4 | $1.28M | Buy |
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|
2016
Q3 | $1.27M | Sell |
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|
2016
Q2 | $1.29M | Sell |
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|
2016
Q1 | $1.74M | Sell |
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|
2015
Q4 | $1.8M | Buy |
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|
2015
Q3 | $1.77M | Sell |
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|
2015
Q2 | $1.9M | Buy |
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|
2015
Q1 | $780K | Sell |
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|
2014
Q4 | $802K | Buy |
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