Cabot Wealth Management’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
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|
2020
Q1 | $210K | Hold |
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|
2019
Q4 | $212K | Hold |
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|
2019
Q3 | $213K | Sell |
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|
2019
Q2 | $219K | Hold |
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|
2019
Q1 | $216K | Sell |
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|
2018
Q4 | $237K | Hold |
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|
2018
Q3 | $236K | Sell |
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|
2018
Q2 | $264K | Hold |
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|
2018
Q1 | $264K | Hold |
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|
2017
Q4 | $268K | Sell |
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|
2017
Q3 | $307K | Hold |
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|
2017
Q2 | $305K | Hold |
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|
2017
Q1 | $302K | Sell |
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|
2016
Q4 | $341K | Sell |
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|
2016
Q3 | $381K | Sell |
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|
2016
Q2 | $398K | Sell |
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|
2016
Q1 | $404K | Hold |
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|
2015
Q4 | $402K | Sell |
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|
2015
Q3 | $408K | Sell |
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|
2015
Q2 | $497K | Hold |
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|
2015
Q1 | $507K | Hold |
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|
2014
Q4 | $505K | Sell |
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|
2014
Q3 | $508K | Hold |
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|
2014
Q2 | $506K | Buy |
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|
2014
Q1 | $474K | Sell |
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|
2013
Q4 | $493K | Buy |
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|
2013
Q3 | $491K | Sell |
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|
2013
Q2 | $900K | Buy |
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