Fortress 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,620
| Closed | -$230K | – | 65 |
|
|
2023
Q3 | $230K | Buy |
2,620
+23
| +0.9% | +$2.02K | 0.15% | 58 |
|
|
2023
Q2 | $238K | Sell |
2,597
-892
| -26% | -$81.7K | 0.15% | 57 |
|
|
2023
Q1 | $324K | Buy |
3,489
+29
| +0.8% | +$2.69K | 0.23% | 50 |
|
|
2022
Q4 | $313K | Buy |
3,460
+16
| +0.5% | +$1.45K | 0.26% | 49 |
|
|
2022
Q3 | $309K | Sell |
3,444
-139
| -4% | -$12.5K | 0.31% | 43 |
|
|
2022
Q2 | $341K | Buy |
+3,583
| New | +$341K | 0.32% | 41 |
|