Cypress Wealth Services’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-5,191
| Closed | -$292K | – | 296 |
|
|
2021
Q1 | $292K | Hold |
5,191
| – | – | 0.06% | 219 |
|
|
2020
Q4 | $295K | Buy |
+5,191
| New | +$295K | 0.07% | 210 |
|
|
2020
Q3 | – | Sell |
-5,191
| Closed | -$289K | – | 163 |
|
|
2020
Q2 | $289K | Hold |
5,191
| – | – | 0.07% | 207 |
|
|
2020
Q1 | $283K | Hold |
5,191
| – | – | 0.08% | 187 |
|
|
2019
Q4 | $286K | Hold |
5,191
| – | – | 0.07% | 197 |
|
|
2019
Q3 | $287K | Hold |
5,191
| – | – | 0.08% | 192 |
|
|
2019
Q2 | $285K | Hold |
5,191
| – | – | 0.08% | 198 |
|
|
2019
Q1 | $280K | Hold |
5,191
| – | – | 0.09% | 188 |
|
|
2018
Q4 | $274K | Buy |
+5,191
| New | +$274K | 0.11% | 165 |
|