AE Wealth Management’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 | $2.02M | Buy |
21,030
+12,452
| +145% | +$1.19M | 0.01% | 537 |
|
2025
Q1 | $823K | Buy |
8,578
+2,773
| +48% | +$266K | 0.01% | 761 |
|
2024
Q4 | $551K | Buy |
+5,805
| New | +$551K | ﹤0.01% | 876 |
|
2022
Q4 | – | Sell |
-4,485
| Closed | -$425K | – | 1865 |
|
2022
Q3 | $425K | Buy |
+4,485
| New | +$425K | ﹤0.01% | 1336 |
|
2022
Q1 | – | Sell |
-22,524
| Closed | -$2.27M | – | 1753 |
|
2021
Q4 | $2.27M | Buy |
+22,524
| New | +$2.27M | 0.02% | 659 |
|
2021
Q1 | – | Sell |
-33,787
| Closed | -$3.45M | – | 1514 |
|
2020
Q4 | $3.45M | Buy |
+33,787
| New | +$3.45M | 0.04% | 349 |
|
2020
Q3 | – | Sell |
-23,934
| Closed | -$2.44M | – | 1311 |
|
2020
Q2 | $2.44M | Buy |
+23,934
| New | +$2.44M | 0.04% | 349 |
|