Clearview Wealth Advisors’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-320
| Closed | -$16.6K | – | 432 |
|
|
2023
Q2 | $16.6K | Hold |
320
| – | – | 0.02% | 299 |
|
|
2023
Q1 | $16.7K | Sell |
320
-160
| -33% | -$8.36K | 0.02% | 298 |
|
|
2022
Q4 | $24.7K | Sell |
480
-40
| -8% | -$2.06K | 0.02% | 224 |
|
|
2022
Q3 | $26K | Sell |
520
-1,250
| -71% | -$62.5K | 0.02% | 226 |
|
|
2022
Q2 | $91K | Sell |
1,770
-680
| -28% | -$35K | 0.07% | 133 |
|
|
2022
Q1 | $130K | Sell |
2,450
-5,136
| -68% | -$273K | 0.09% | 114 |
|
|
2021
Q4 | $426K | Sell |
7,586
-1,055
| -12% | -$59.2K | 0.26% | 79 |
|
|
2021
Q3 | $487K | Buy |
8,641
+1,040
| +14% | +$58.6K | 0.31% | 68 |
|
|
2021
Q2 | $432K | Buy |
7,601
+963
| +15% | +$54.7K | 0.27% | 77 |
|
|
2021
Q1 | $373K | Sell |
6,638
-401
| -6% | -$22.5K | 0.24% | 81 |
|
|
2020
Q4 | $399K | Buy |
+7,039
| New | +$399K | 0.27% | 73 |
|