Apriem Advisors’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-9,482
| Closed | -$1M | – | 136 |
|
|
2017
Q4 | $1M | Buy |
9,482
+4,075
| +75% | +$431K | 0.25% | 50 |
|
|
2017
Q3 | $570K | Buy |
+5,407
| New | +$570K | 0.14% | 68 |
|
|
2017
Q2 | – | Sell |
-1,600
| Closed | -$165K | – | 216 |
|
|
2017
Q1 | $165K | Hold |
1,600
| – | – | 0.04% | 137 |
|
|
2016
Q4 | $164K | Buy |
+1,600
| New | +$164K | 0.05% | 134 |
|