BPWA
Beacon Pointe Wealth Advisors’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $544K | Sell |
4,961
-851
| -15% | -$93.3K | 0.1% | 151 |
|
2019
Q3 | $638K | Sell |
5,812
-167
| -3% | -$18.3K | 0.13% | 134 |
|
2019
Q2 | $647K | Sell |
5,979
-1,285
| -18% | -$139K | 0.14% | 135 |
|
2019
Q1 | $754K | Sell |
7,264
-714
| -9% | -$74.1K | 0.17% | 113 |
|
2018
Q4 | $794K | Buy |
+7,978
| New | +$794K | 0.29% | 92 |
|