Carson Wealth (CWM LLC)’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $88.8M | Buy |
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|
2025
Q2 | $83.1M | Sell |
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|
2025
Q1 | $92.8M | Buy |
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|
2024
Q4 | $90.1M | Sell |
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|
2024
Q3 | $93.8M | Buy |
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|
2024
Q2 | $92.4M | Sell |
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|
2024
Q1 | $93.6M | Sell |
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|
2023
Q4 | $104M | Sell |
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|
2023
Q3 | $109M | Sell |
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|
2023
Q2 | $122M | Sell |
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|
2023
Q1 | $128M | Sell |
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|
2022
Q4 | $136M | Sell |
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|
2022
Q3 | $152M | Buy |
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|
2022
Q2 | $119M | Buy |
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|
2022
Q1 | $69M | Buy |
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|
2021
Q4 | $57M | Buy |
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|
2021
Q2 | $49.5M | Hold |
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|
2021
Q1 | $49.5M | Hold |
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|
2020
Q4 | $49.5M | Hold |
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|
2020
Q3 | $49.5M | Hold |
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|
2020
Q2 | $49.5M | Hold |
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|
2020
Q1 | $49.5M | Hold |
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|
2019
Q4 | $49.5M | Hold |
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|
2019
Q3 | $49.5M | Hold |
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|
2019
Q2 | $49.5M | Hold |
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|
2019
Q1 | $49.5M | Buy |
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|
2018
Q4 | $56K | Sell |
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|
2018
Q3 | $199K | Hold |
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|
2018
Q2 | $199K | Buy |
|