Acorn Wealth Advisors’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $316K | Sell |
6,196
-191
| -3% | -$9.74K | 0.12% | 169 |
|
|
2025
Q1 | $322K | Sell |
6,387
-220
| -3% | -$11.1K | 0.13% | 156 |
|
|
2024
Q4 | $338K | Sell |
6,607
-42
| -0.6% | -$2.15K | 0.14% | 145 |
|
|
2024
Q3 | $340K | Buy |
6,649
+784
| +13% | +$40.1K | 0.15% | 147 |
|
|
2024
Q2 | $300K | Buy |
5,865
+339
| +6% | +$17.3K | 0.15% | 148 |
|
|
2024
Q1 | $283K | Buy |
5,526
+196
| +4% | +$10K | 0.15% | 149 |
|
|
2023
Q4 | $269K | Buy |
5,330
+1,042
| +24% | +$52.6K | 0.16% | 144 |
|
|
2023
Q3 | $216K | Buy |
+4,288
| New | +$216K | 0.14% | 166 |
|