Essex Financial Services’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
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|
2018
Q1 | $211K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $214K | Hold |
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|
2017
Q1 | $212K | Hold |
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|
2016
Q4 | $210K | Hold |
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|
2016
Q3 | $219K | Hold |
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|
2016
Q2 | $220K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $219K | Sell |
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|
2014
Q1 | $463K | Hold |
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|
2013
Q4 | $456K | Buy |
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|
2013
Q3 | $329 | Hold |
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|
2013
Q2 | $326K | Buy |
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