Aveo Capital Partners’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,475
| Closed | -$237K | – | 286 |
|
|
2022
Q1 | $237K | Buy |
4,475
+487
| +12% | +$25.8K | 0.04% | 249 |
|
|
2021
Q4 | $224K | Buy |
+3,988
| New | +$224K | 0.04% | 254 |
|
|
2021
Q3 | – | Sell |
-15,516
| Closed | -$881K | – | 278 |
|
|
2021
Q2 | $881K | Sell |
15,516
-991
| -6% | -$56.3K | 0.19% | 111 |
|
|
2021
Q1 | $928K | Buy |
16,507
+6,818
| +70% | +$383K | 0.23% | 89 |
|
|
2020
Q4 | $550K | Buy |
9,689
+1,237
| +15% | +$70.2K | 0.85% | 32 |
|
|
2020
Q3 | $475K | Buy |
8,452
+4,637
| +122% | +$261K | 0.17% | 116 |
|
|
2020
Q2 | $212K | Buy |
+3,815
| New | +$212K | 0.43% | 52 |
|