Elk River Wealth Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-3,460
| Closed | -$379K | – | 118 |
|
2021
Q4 | $379K | Sell |
3,460
-222
| -6% | -$24.3K | 0.09% | 99 |
|
2021
Q3 | $407K | Buy |
3,682
+1
| +0% | +$111 | 0.1% | 88 |
|
2021
Q2 | $408K | Hold |
3,681
| – | – | 0.11% | 87 |
|
2021
Q1 | $403K | Sell |
3,681
-1,175
| -24% | -$129K | 0.11% | 84 |
|
2020
Q4 | $550K | Buy |
+4,856
| New | +$550K | 0.18% | 77 |
|