BDO Wealth Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $209K | Sell |
2,285
-35
| -2% | -$3.21K | 0.02% | 258 |
|
|
2023
Q1 | $215K | Sell |
2,320
-2,000
| -46% | -$186K | 0.03% | 245 |
|
|
2022
Q4 | $391K | Buy |
4,320
+3,327
| +335% | +$301K | 0.05% | 193 |
|
|
2022
Q3 | $89K | Buy |
993
+675
| +212% | +$60.5K | 0.01% | 336 |
|
|
2022
Q2 | $30K | Hold |
318
| – | – | ﹤0.01% | 491 |
|
|
2022
Q1 | $32K | Hold |
318
| – | – | ﹤0.01% | 508 |
|
|
2021
Q4 | $35K | Hold |
318
| – | – | ﹤0.01% | 511 |
|
|
2021
Q3 | $35K | Hold |
318
| – | – | ﹤0.01% | 498 |
|
|
2021
Q2 | $35K | Hold |
318
| – | – | ﹤0.01% | 515 |
|
|
2021
Q1 | $35K | Sell |
318
-365
| -53% | -$40.2K | ﹤0.01% | 505 |
|
|
2020
Q4 | $77K | Hold |
683
| – | – | 0.01% | 313 |
|
|
2020
Q3 | $77K | Buy |
683
+73
| +12% | +$8.23K | 0.01% | 293 |
|
|
2020
Q2 | $68K | Hold |
610
| – | – | 0.01% | 300 |
|
|
2020
Q1 | $65K | Sell |
610
-60
| -9% | -$6.39K | 0.01% | 312 |
|
|
2019
Q4 | $72K | Sell |
670
-245
| -27% | -$26.3K | 0.02% | 267 |
|
|
2019
Q3 | $100K | Hold |
915
| – | – | 0.03% | 254 |
|
|
2019
Q2 | $98K | Sell |
915
-400
| -30% | -$42.8K | 0.03% | 247 |
|
|
2019
Q1 | $139K | Buy |
1,315
+390
| +42% | +$41.2K | 0.04% | 196 |
|
|
2018
Q4 | $95K | Sell |
925
-646
| -41% | -$66.3K | 0.03% | 209 |
|
|
2018
Q3 | $161K | Sell |
1,571
-646
| -29% | -$66.2K | 0.05% | 175 |
|
|
2018
Q2 | $228K | Buy |
2,217
+400
| +22% | +$41.1K | 0.08% | 143 |
|
|
2018
Q1 | $189K | Buy |
1,817
+35
| +2% | +$3.64K | 0.07% | 133 |
|
|
2017
Q4 | $189K | Buy |
1,782
+1,538
| +630% | +$163K | 0.08% | 114 |
|
|
2017
Q3 | $26K | Sell |
244
-35
| -13% | -$3.73K | 0.01% | 241 |
|
|
2017
Q2 | $30K | Buy |
+279
| New | +$30K | 0.01% | 270 |
|