B. Riley Wealth Advisors’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-10,895
| Closed | -$552K | – | 888 |
|
|
2019
Q4 | $552K | Sell |
10,895
-545
| -5% | -$27.6K | 0.05% | 402 |
|
|
2019
Q3 | $580K | Buy |
11,440
+4,178
| +58% | +$212K | 0.06% | 359 |
|
|
2019
Q2 | $368K | Buy |
7,262
+1,846
| +34% | +$93.5K | 0.04% | 488 |
|
|
2019
Q1 | $273K | Buy |
+5,416
| New | +$273K | 0.03% | 540 |
|
|
2014
Q3 | – | Sell |
-1,055
| Closed | -$53.2K | – | 1703 |
|
|
2014
Q2 | $53.2K | Buy |
+1,055
| New | +$53.2K | 0.01% | 1008 |
|