GWWM
Great Waters Wealth Management’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Sell |
16,940
-659
| -4% | -$64.1K | 0.21% | 28 |
|
|
2025
Q1 | $1.7M | Sell |
17,599
-288
| -2% | -$27.9K | 0.24% | 25 |
|
|
2024
Q4 | $1.7M | Sell |
17,887
-662
| -4% | -$63K | 0.22% | 31 |
|
|
2024
Q3 | $1.84M | Sell |
18,549
-831
| -4% | -$82.6K | 0.25% | 27 |
|
|
2024
Q2 | $1.84M | Sell |
19,380
-1,119
| -5% | -$106K | 0.28% | 26 |
|
|
2024
Q1 | $1.97M | Sell |
20,499
-356
| -2% | -$34.2K | 0.32% | 26 |
|
|
2023
Q4 | $2.01M | Sell |
20,855
-3,897
| -16% | -$376K | 0.36% | 26 |
|
|
2023
Q3 | $2.22M | Buy |
24,752
+232
| +0.9% | +$20.8K | 0.44% | 23 |
|
|
2023
Q2 | $2.33M | Sell |
24,520
-1,481
| -6% | -$140K | 0.46% | 22 |
|
|
2023
Q1 | $2.49M | Sell |
26,001
-1,472
| -5% | -$141K | 0.53% | 22 |
|
|
2022
Q4 | $2.66M | Buy |
+27,473
| New | +$2.66M | 0.57% | 20 |
|