CWG
Crown Wealth Group’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $446K | Sell |
4,440
-652
| -13% | -$65.6K | 0.17% | 60 |
|
|
2025
Q1 | $512K | Sell |
5,092
-14,690
| -74% | -$1.48M | 0.27% | 48 |
|
|
2024
Q4 | $1.98M | Buy |
19,782
+10,217
| +107% | +$1.03M | 0.81% | 23 |
|
|
2024
Q3 | $963K | Sell |
9,565
-4,200
| -31% | -$423K | 0.42% | 38 |
|
|
2024
Q2 | $1.39M | Sell |
13,765
-501
| -4% | -$50.4K | 0.69% | 25 |
|
|
2024
Q1 | $1.43M | Buy |
14,266
+8,051
| +130% | +$809K | 0.74% | 24 |
|
|
2023
Q4 | $620K | Buy |
+6,215
| New | +$620K | 0.37% | 39 |
|