HCWM
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Harrison & Co Wealth Management’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Harrison & Co Wealth Management’s Portfolio LDUR Stock Details LDUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-2,367
Closed -$224K – 80
2022
Q3 		$224K Sell
2,367
-48
-2% -$4.59K 0.24% 73
2022
Q2 		$232K Sell
2,415
-1,319
-35% -$128K 0.22% 74
2022
Q1 		$364K Sell
3,734
-701
-16% -$69.6K 0.32% 72
2021
Q4 		$446K Buy
+4,435
New +$449K 0.38% 72

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