Whittier Trust’s SPDR NUVEEN BARCLAYS CALIF MUN BD ETF CXA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
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|
2016
Q2 | $1.88M | Sell |
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|
2016
Q1 | $1.84M | Hold |
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|
2015
Q4 | $1.82M | Hold |
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|
2015
Q3 | $1.8M | Hold |
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|
2015
Q2 | $1.77M | Sell |
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|
2015
Q1 | $1.93M | Sell |
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|
2014
Q4 | $2.32M | Hold |
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|
2014
Q3 | $2.32M | Hold |
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|
2014
Q2 | $2.28M | Hold |
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|
2014
Q1 | $2.23M | Sell |
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|
2013
Q4 | $2.19M | Sell |
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|
2013
Q3 | $2.67M | Sell |
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|
2013
Q2 | $3.02M | Buy |
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