Clear Perspectives Financial Planning’s PIMCO Enhanced Short Maturity Active ESG ETF EMNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-200
| Closed | -$20K | – | 213 |
|
|
2022
Q2 | $20K | Sell |
200
-50
| -20% | -$5K | 0.01% | 127 |
|
|
2022
Q1 | $25K | Hold |
250
| – | – | 0.01% | 128 |
|
|
2021
Q4 | $25K | Hold |
250
| – | – | 0.01% | 136 |
|
|
2021
Q3 | $25K | Sell |
250
-50
| -17% | -$5K | 0.01% | 128 |
|
|
2021
Q2 | $30K | Hold |
300
| – | – | 0.01% | 121 |
|
|
2021
Q1 | $30K | Hold |
300
| – | – | 0.02% | 110 |
|
|
2020
Q4 | $30K | Buy |
+300
| New | +$30K | 0.02% | 103 |
|