Congress Wealth Management’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3M | Sell |
29,834
-3,677
| -11% | -$370K | 0.03% | 492 |
|
|
2025
Q1 | $3.37M | Buy |
33,511
+27,334
| +443% | +$2.75M | 0.04% | 387 |
|
|
2024
Q4 | $620K | Buy |
6,177
+752
| +14% | +$75.5K | 0.01% | 595 |
|
|
2024
Q3 | $546K | Buy |
+5,425
| New | +$546K | 0.01% | 626 |
|
|
2022
Q2 | – | Sell |
-10,147
| Closed | -$1.02M | – | 595 |
|
|
2022
Q1 | $1.02M | Sell |
10,147
-9,687
| -49% | -$970K | 0.02% | 351 |
|
|
2021
Q4 | $2.01M | Buy |
+19,834
| New | +$2.01M | 0.04% | 307 |
|