Advocacy Wealth Management Services’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $42.2M | Buy |
439,985
+30,297
| +7% | +$2.9M | 2.59% | 13 |
|
2025
Q1 | $39.3M | Sell |
409,688
-408,951
| -50% | -$39.2M | 2.68% | 15 |
|
2024
Q4 | $77.8M | Buy |
818,639
+7,605
| +0.9% | +$722K | 5.91% | 3 |
|
2024
Q3 | $77.8M | Buy |
811,034
+16,086
| +2% | +$1.54M | 6.11% | 3 |
|
2024
Q2 | $75.3M | Buy |
794,948
+407,920
| +105% | +$38.6M | 6.21% | 3 |
|
2024
Q1 | $36.7M | Buy |
387,028
+31,169
| +9% | +$2.96M | 3.16% | 13 |
|
2023
Q4 | $33.7M | Buy |
355,859
+81,154
| +30% | +$7.69M | 3.2% | 12 |
|
2023
Q3 | $25.8M | Buy |
+274,705
| New | +$25.8M | 2.86% | 13 |
|