Beta Wealth Group’s PIMCO Municipal Income Fund III PMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $77.9K | Sell |
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|
2025
Q1 | $771K | Sell |
|
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|
2024
Q4 | $856K | Buy |
|
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|
2024
Q3 | $923K | Hold |
|
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|
2024
Q2 | $881K | Sell |
|
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|
2024
Q1 | $1.01M | Buy |
|
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|
2023
Q4 | $936K | Buy |
|
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $2.04M | Sell |
|
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|
2023
Q1 | $2.27M | Sell |
|
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|
2022
Q4 | $2.96M | Buy |
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|
2022
Q3 | $284K | Sell |
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|
2022
Q2 | $3.94M | Buy |
|