Castle Rock 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $303K | Buy |
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|
2023
Q2 | $316K | Buy |
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|
2023
Q1 | $319K | Buy |
|
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|
2022
Q4 | $320K | Sell |
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|
2022
Q3 | $353K | Buy |
|
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|
2022
Q2 | $363K | Buy |
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|
2022
Q1 | $363K | Buy |
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|
2021
Q4 | $389K | Buy |
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|
2021
Q3 | $393K | Buy |
|
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|
2021
Q2 | $397K | Buy |
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|
2021
Q1 | $339K | Buy |
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|
2020
Q4 | $340K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $354K | Buy |
|
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|
2020
Q1 | $342K | Buy |
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|
2019
Q4 | $350K | Buy |
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|
2019
Q3 | $321K | Buy |
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