Heritage Wealth Advisors’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 | $1.03M | Buy |
+10,198
| New | +$1.03M | 0.05% | 81 |
|
|
2024
Q4 | – | Sell |
-10,803
| Closed | -$1.09M | – | 637 |
|
|
2024
Q3 | $1.09M | Buy |
10,803
+3,553
| +49% | +$358K | 0.05% | 85 |
|
|
2024
Q2 | $730K | Sell |
7,250
-1,549
| -18% | -$156K | 0.03% | 103 |
|
|
2024
Q1 | $885K | Buy |
8,799
+116
| +1% | +$11.7K | 0.04% | 95 |
|
|
2023
Q4 | $866K | Buy |
+8,683
| New | +$866K | 0.04% | 98 |
|