Clearview Wealth Advisors’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-340
| Closed | -$16.8K | – | 548 |
|
|
2023
Q2 | $16.8K | Hold |
340
| – | – | 0.02% | 298 |
|
|
2023
Q1 | $16.9K | Sell |
340
-100
| -23% | -$4.98K | 0.02% | 297 |
|
|
2022
Q4 | $21.7K | Sell |
440
-60
| -12% | -$2.96K | 0.02% | 237 |
|
|
2022
Q3 | $24K | Hold |
500
| – | – | 0.02% | 234 |
|
|
2022
Q2 | $25K | Sell |
500
-180
| -26% | -$9K | 0.02% | 250 |
|
|
2022
Q1 | $34K | Sell |
680
-1,150
| -63% | -$57.5K | 0.02% | 240 |
|
|
2021
Q4 | $94K | Sell |
1,830
-190
| -9% | -$9.76K | 0.06% | 159 |
|
|
2021
Q3 | $104K | Buy |
2,020
+550
| +37% | +$28.3K | 0.07% | 158 |
|
|
2021
Q2 | $76K | Buy |
+1,470
| New | +$76K | 0.05% | 200 |
|