B. Riley Wealth Management’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $813 | Buy |
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|
2022
Q1 | $599K | Hold |
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|
2021
Q4 | $635K | Buy |
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|
2021
Q3 | $445K | Buy |
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|
2021
Q2 | $352K | Hold |
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|
2021
Q1 | $348K | Buy |
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|
2020
Q4 | $210K | Sell |
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|
2020
Q3 | $800K | Sell |
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|
2020
Q2 | $803K | Buy |
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|
2020
Q1 | $668K | Buy |
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|
2019
Q4 | $281K | Hold |
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|
2019
Q3 | $282K | Buy |
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