Cardinal Point Wealth Management Partners’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $13.8M | Buy |
148,684
+2,235
| +2% | +$207K | 4.19% | 6 |
|
|
2022
Q4 | $13.3M | Buy |
146,449
+53,793
| +58% | +$4.88M | 4.59% | 6 |
|
|
2022
Q3 | $8.27M | Sell |
92,656
-4,970
| -5% | -$444K | 3.95% | 7 |
|
|
2022
Q2 | $9.3M | Sell |
97,626
-231,629
| -70% | -$22.1M | 4.46% | 7 |
|
|
2022
Q1 | $33.5M | Sell |
329,255
-24,976
| -7% | -$2.54M | 14.94% | 2 |
|
|
2021
Q4 | $38.8M | Buy |
+354,231
| New | +$38.8M | 16.83% | 2 |
|