Congress Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $262K | Buy |
2,648
+6
| +0.2% | +$593 | ﹤0.01% | 1101 |
|
|
2025
Q1 | $261K | Sell |
2,642
-4
| -0.2% | -$395 | ﹤0.01% | 969 |
|
|
2024
Q4 | $260K | Sell |
2,646
-441
| -14% | -$43.4K | ﹤0.01% | 797 |
|
|
2024
Q3 | $306K | Buy |
3,087
+256
| +9% | +$25.3K | ﹤0.01% | 725 |
|
|
2024
Q2 | $279K | Buy |
+2,831
| New | +$279K | ﹤0.01% | 633 |
|
|
2023
Q4 | – | Sell |
-2,861
| Closed | -$281K | – | 621 |
|
|
2023
Q3 | $281K | Buy |
+2,861
| New | +$281K | 0.01% | 532 |
|