Heirloom Wealth Management’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.93M | Buy |
68,927
+1,072
| +2% | +$108K | 1.83% | 19 |
|
|
2025
Q1 | $6.83M | Buy |
67,855
+29,730
| +78% | +$2.99M | 1.96% | 18 |
|
|
2024
Q4 | $3.83M | Buy |
38,125
+35,634
| +1,431% | +$3.58M | 1.15% | 22 |
|
|
2024
Q3 | $251K | Hold |
2,491
| – | – | 0.08% | 38 |
|
|
2024
Q2 | $251K | Hold |
2,491
| – | – | 0.08% | 43 |
|
|
2024
Q1 | $250K | Buy |
+2,491
| New | +$250K | 0.09% | 45 |
|