BerganKDV Wealth Management’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $399K | Hold |
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|
2023
Q1 | $401K | Buy |
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|
2022
Q4 | $378K | Sell |
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|
2022
Q3 | $401K | Sell |
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|
2022
Q2 | $438K | Sell |
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|
2022
Q1 | $461K | Buy |
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|
2021
Q4 | $454K | Buy |
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|
2021
Q3 | $383K | Buy |
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|
2021
Q2 | $343K | Sell |
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|
2021
Q1 | $347K | Buy |
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|
2020
Q4 | $336K | Buy |
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|
2020
Q3 | $334K | Buy |
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|
2020
Q2 | $282K | Buy |
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|
2020
Q1 | $253K | Sell |
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|
2019
Q4 | $270K | Buy |
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|
2019
Q3 | $247K | Buy |
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|
2019
Q2 | $244K | Buy |
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|
2019
Q1 | $172K | Buy |
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|
2018
Q4 | $116K | Sell |
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|
2018
Q3 | $178K | Sell |
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|
2018
Q2 | $316K | Buy |
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|
2018
Q1 | $290K | Buy |
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|
2017
Q4 | $228K | Buy |
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|
2017
Q3 | $219K | Sell |
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|
2017
Q2 | $267K | Hold |
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|
2017
Q1 | $268K | Buy |
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|
2016
Q4 | $251K | Sell |
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|
2016
Q3 | $316K | Buy |
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