PCM
Pointe Capital Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-175
| Closed | -$13.4K | – | 177 |
|
|
2023
Q1 | $13.4K | Buy |
+175
| New | +$13.4K | 0.01% | 298 |
|
|
2018
Q3 | – | Sell |
-6,657
| Closed | -$539K | – | 155 |
|
|
2018
Q2 | $539K | Sell |
6,657
-7
| -0.1% | -$567 | 0.46% | 62 |
|
|
2018
Q1 | $545K | Sell |
6,664
-15,409
| -70% | -$1.26M | 0.47% | 64 |
|
|
2017
Q4 | $1.85M | Buy |
22,073
+9,059
| +70% | +$759K | 1.48% | 18 |
|
|
2017
Q3 | $1.1M | Buy |
13,014
+2,727
| +27% | +$231K | 0.81% | 36 |
|
|
2017
Q2 | $870K | Buy |
10,287
+3,687
| +56% | +$312K | 0.62% | 46 |
|
|
2017
Q1 | $552K | Sell |
6,600
-5,671
| -46% | -$474K | 0.42% | 71 |
|
|
2016
Q4 | $1.02M | Buy |
12,271
+9,765
| +390% | +$811K | 0.58% | 39 |
|
|
2016
Q3 | $220K | Buy |
+2,506
| New | +$220K | 0.16% | 140 |
|