Avior Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-1,487
| Closed | -$76.9K | – | 1750 |
|
2024
Q4 | $76.9K | Hold |
1,487
| – | – | ﹤0.01% | 982 |
|
2024
Q3 | $78.8K | Sell |
1,487
-129
| -8% | -$6.83K | ﹤0.01% | 954 |
|
2024
Q2 | $84.1K | Sell |
1,616
-255
| -14% | -$13.3K | ﹤0.01% | 916 |
|
2024
Q1 | $98.2K | Buy |
1,871
+578
| +45% | +$30.3K | ﹤0.01% | 972 |
|
2023
Q4 | $68.3K | Hold |
1,293
| – | – | ﹤0.01% | 683 |
|
2023
Q3 | $64.7K | Hold |
1,293
| – | – | ﹤0.01% | 711 |
|
2023
Q2 | $67K | Hold |
1,293
| – | – | ﹤0.01% | 704 |
|
2023
Q1 | $67.6K | Buy |
+1,293
| New | +$67.6K | ﹤0.01% | 709 |
|