Carson Wealth (CWM LLC)’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.25M | Sell |
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|
2025
Q2 | $4.34M | Sell |
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|
2025
Q1 | $4.4M | Buy |
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|
2024
Q4 | $3.55M | Sell |
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|
2024
Q3 | $13.9M | Buy |
|
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|
2024
Q2 | $6.92M | Buy |
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|
2024
Q1 | $862K | Buy |
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|
2023
Q4 | $639K | Buy |
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|
2023
Q3 | $14K | Buy |
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|
2023
Q2 | $2K | Sell |
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|
2023
Q1 | $1.95M | Buy |
|