Bruce G. Allen Investments’s PIMCO RAFI ESG US ETF RAFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Sell |
37,797
-1,159
| -3% | -$44.2K | 1.09% | 12 |
|
|
2025
Q1 | $1.42M | Buy |
38,956
+169
| +0.4% | +$6.14K | 1.12% | 11 |
|
|
2024
Q4 | $1.41M | Sell |
38,787
-1,474
| -4% | -$53.6K | 1.14% | 13 |
|
|
2024
Q3 | $1.5M | Sell |
40,261
-2,505
| -6% | -$93.2K | 1.16% | 12 |
|
|
2024
Q2 | $1.51M | Buy |
42,766
+205
| +0.5% | +$7.22K | 1.27% | 11 |
|
|
2024
Q1 | $1.51M | Sell |
42,561
-738
| -2% | -$26.3K | 1.25% | 11 |
|
|
2023
Q4 | $1.41M | Buy |
+43,299
| New | +$1.41M | 1.28% | 11 |
|