CPWM

Cardinal Point Wealth Management’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$324K	Sell	3,180 -519	-14%	-$52.9K	0.15%	32
2021 Q2	$377K	Buy	3,699 +519	+16%	+$52.9K	0.17%	32
2021 Q1	$324K	Buy	3,180 +200	+7%	+$20.4K	0.16%	31
2020 Q4	$304K	Buy	+2,980	New	+$304K	0.15%	31