Beta Wealth Group’s PIMCO Municipal Income Fund II PML Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Sell |
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|
2025
Q1 | $513K | Sell |
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|
2024
Q4 | $541K | Sell |
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|
2024
Q3 | $712K | Sell |
|
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|
2024
Q2 | $655K | Buy |
|
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|
2024
Q1 | $607K | Buy |
|
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|
2023
Q4 | $529K | Sell |
|
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|
2023
Q3 | $2.82M | Buy |
|
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|
2023
Q2 | $1.64M | Buy |
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|
2023
Q1 | $1.62M | Buy |
|
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|
2022
Q4 | $392K | Sell |
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|
2022
Q3 | $3.36M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.8M | Buy |
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|
2021
Q4 | $2.06M | Hold |
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|
2021
Q3 | $2.06M | Buy |
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|
2021
Q2 | $1.94M | Sell |
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|
2021
Q1 | $1.96M | Buy |
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|
2020
Q4 | $1.4M | Buy |
|