Avidian Wealth Enterprises’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,930
| Closed | -$524K | – | 450 |
|
|
2023
Q4 | $524K | Buy |
+9,930
| New | +$524K | 0.03% | 255 |
|
|
2023
Q1 | – | Sell |
-31,859
| Closed | -$1.64M | – | 491 |
|
|
2022
Q4 | $1.64M | Buy |
+31,859
| New | +$1.64M | 0.11% | 135 |
|
|
2022
Q3 | – | Sell |
-117,721
| Closed | -$6.06M | – | 445 |
|
|
2022
Q2 | $6.06M | Buy |
+117,721
| New | +$6.06M | 0.43% | 49 |
|