Clearview Wealth Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-317
| Closed | -$29K | – | 174 |
|
|
2023
Q2 | $29K | Hold |
317
| – | – | 0.03% | 232 |
|
|
2023
Q1 | $29.4K | Sell |
317
-70
| -18% | -$6.49K | 0.03% | 233 |
|
|
2022
Q4 | $35K | Hold |
387
| – | – | 0.03% | 189 |
|
|
2022
Q3 | $35K | Hold |
387
| – | – | 0.03% | 196 |
|
|
2022
Q2 | $37K | Sell |
387
-1,251
| -76% | -$120K | 0.03% | 211 |
|
|
2022
Q1 | $167K | Sell |
1,638
-6,716
| -80% | -$685K | 0.11% | 92 |
|
|
2021
Q4 | $914K | Sell |
8,354
-2,733
| -25% | -$299K | 0.56% | 39 |
|
|
2021
Q3 | $1.23M | Sell |
11,087
-470
| -4% | -$52K | 0.78% | 33 |
|
|
2021
Q2 | $1.28M | Sell |
11,557
-3,360
| -23% | -$373K | 0.79% | 29 |
|
|
2021
Q1 | $1.63M | Sell |
14,917
-1,802
| -11% | -$197K | 1.06% | 23 |
|
|
2020
Q4 | $1.89M | Buy |
+16,719
| New | +$1.89M | 1.27% | 18 |
|