Executive Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.43M | Buy |
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|
2024
Q3 | $3.38M | Buy |
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|
2024
Q2 | $2.74M | Sell |
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|
2024
Q1 | $2.79M | Sell |
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|
2023
Q4 | $3.51M | Sell |
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|
2023
Q3 | $4.89M | Buy |
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|
2023
Q2 | $2.28M | Buy |
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|
2023
Q1 | $1.93M | Buy |
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|
2022
Q4 | $1.79M | Buy |
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|
2022
Q3 | $1.24K | Sell |
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|
2022
Q2 | $1.26M | Sell |
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|
2022
Q1 | $1.68M | Sell |
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|
2021
Q4 | $2.02M | Buy |
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|
2021
Q3 | $1.96M | Buy |
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|
2021
Q2 | $1.94M | Buy |
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|
2021
Q1 | $1.77M | Buy |
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|
2020
Q4 | $1.75M | Buy |
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|
2020
Q3 | $1.68M | Buy |
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|
2020
Q2 | $1.03M | Sell |
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|
2020
Q1 | $1.3M | Buy |
|