Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,532
| Closed | -$380K | – | 1119 |
|
|
2024
Q3 | $380K | Buy |
7,532
+6,704
| +810% | +$338K | 0.11% | 170 |
|
|
2024
Q2 | $41K | Hold |
828
| – | – | 0.01% | 517 |
|
|
2024
Q1 | $41.3K | Hold |
828
| – | – | 0.01% | 510 |
|
|
2023
Q4 | $41K | Hold |
828
| – | – | 0.01% | 499 |
|
|
2023
Q3 | $40.5K | Buy |
+828
| New | +$40.5K | 0.01% | 495 |
|
|
2023
Q1 | $41K | Buy |
+828
| New | +$41K | 0.02% | 477 |
|
|
2022
Q4 | – | Sell |
-843
| Closed | -$41K | – | 1001 |
|
|
2022
Q3 | $41K | Buy |
+843
| New | +$41K | 0.02% | 438 |
|