Burt Wealth Advisors’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-685
| Closed | -$70K | – | 236 |
|
|
2020
Q4 | $70K | Hold |
685
| – | – | 0.02% | 156 |
|
|
2020
Q3 | $70K | Hold |
685
| – | – | 0.03% | 150 |
|
|
2020
Q2 | $70K | Hold |
685
| – | – | 0.03% | 151 |
|
|
2020
Q1 | $68K | Hold |
685
| – | – | 0.03% | 142 |
|
|
2019
Q4 | $68K | Hold |
685
| – | – | 0.03% | 153 |
|
|
2019
Q3 | $69K | Hold |
685
| – | – | 0.03% | 150 |
|
|
2019
Q2 | $69K | Hold |
685
| – | – | 0.03% | 148 |
|
|
2019
Q1 | $68K | Sell |
685
-145
| -17% | -$14.4K | 0.03% | 150 |
|
|
2018
Q4 | $82K | Hold |
830
| – | – | 0.04% | 137 |
|
|
2018
Q3 | $83K | Buy |
+830
| New | +$83K | 0.04% | 152 |
|