GeoWealth Management’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-641
| Closed | -$31.9K | – | 1712 |
|
|
2024
Q4 | $31.9K | Buy |
641
+136
| +27% | +$6.78K | ﹤0.01% | 1278 |
|
|
2024
Q3 | $25.5K | Buy |
+505
| New | +$25.5K | ﹤0.01% | 1237 |
|
|
2024
Q2 | – | Sell |
-502
| Closed | -$25.1K | – | 941 |
|
|
2024
Q1 | $25.1K | Sell |
502
-854
| -63% | -$42.6K | ﹤0.01% | 821 |
|
|
2023
Q4 | $68K | Buy |
1,356
+115
| +9% | +$5.77K | 0.01% | 610 |
|
|
2023
Q3 | $61K | Buy |
1,241
+520
| +72% | +$25.6K | 0.01% | 379 |
|
|
2023
Q2 | $36K | Buy |
+721
| New | +$36K | ﹤0.01% | 343 |
|