Curi Wealth Management’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,336
| Closed | -$313K | – | 165 |
|
|
2023
Q2 | $313K | Buy |
3,336
+540
| +19% | +$50.6K | 0.04% | 123 |
|
|
2023
Q1 | $265K | Sell |
2,796
-286
| -9% | -$27.1K | 0.04% | 135 |
|
|
2022
Q4 | $291K | Sell |
3,082
-270
| -8% | -$25.5K | 0.04% | 149 |
|
|
2022
Q3 | $317K | Buy |
3,352
+584
| +21% | +$55.2K | 0.05% | 130 |
|
|
2022
Q2 | $266K | Buy |
+2,768
| New | +$266K | 0.05% | 95 |
|