BerganKDV Wealth Management’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $71.9K | Sell |
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|
2023
Q1 | $201K | Hold |
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|
2022
Q4 | $200K | Sell |
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|
2022
Q3 | $295K | Sell |
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|
2022
Q2 | $2.69M | Buy |
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|
2022
Q1 | $2.57M | Buy |
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|
2021
Q4 | $2.41M | Buy |
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|
2021
Q3 | $2.27M | Buy |
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|
2021
Q2 | $1.91M | Buy |
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|
2021
Q1 | $1.68M | Buy |
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|
2020
Q4 | $1.35M | Sell |
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|
2020
Q3 | $1.35M | Buy |
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|
2020
Q2 | $1.21M | Buy |
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|
2020
Q1 | $921K | Sell |
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|
2019
Q4 | $1.11M | Buy |
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|
2019
Q3 | $995K | Buy |
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|
2019
Q2 | $965K | Sell |
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|
2019
Q1 | $1.44M | Buy |
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|
2018
Q4 | $1.26M | Buy |
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|
2018
Q3 | $1.24M | Buy |
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|
2018
Q2 | $1.17M | Buy |
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|
2018
Q1 | $1.12M | Buy |
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|
2017
Q4 | $1.1M | Sell |
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|
2017
Q3 | $1.13M | Buy |
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|
2017
Q2 | $967K | Buy |
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|
2017
Q1 | $964K | Sell |
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|
2016
Q4 | $997K | Buy |
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|
2016
Q3 | $920K | Buy |
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|
2016
Q2 | $852K | Sell |
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|
2016
Q1 | $855K | Buy |
|