EWM
Edge Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-12,350
| Closed | -$1.25M | – | 602 |
|
2018
Q1 | $1.25M | Hold |
12,350
| – | – | 0.33% | 50 |
|
2017
Q4 | $1.25M | Hold |
12,350
| – | – | 0.36% | 50 |
|
2017
Q3 | $1.26M | Hold |
12,350
| – | – | 0.38% | 43 |
|
2017
Q2 | $1.26M | Hold |
12,350
| – | – | 0.4% | 40 |
|
2017
Q1 | $1.26M | Hold |
12,350
| – | – | 0.44% | 39 |
|
2016
Q4 | $1.25M | Buy |
+12,350
| New | +$1.25M | 0.47% | 41 |
|