IHT Wealth Management’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,804
| Closed | -$266K | – | 1057 |
|
|
2024
Q1 | $266K | Sell |
2,804
-343
| -11% | -$32.5K | 0.01% | 841 |
|
|
2023
Q4 | $298K | Sell |
3,147
-618
| -16% | -$58.6K | 0.01% | 765 |
|
|
2023
Q3 | $353K | Buy |
3,765
+464
| +14% | +$43.5K | 0.02% | 665 |
|
|
2023
Q2 | $309K | Buy |
+3,301
| New | +$309K | 0.02% | 713 |
|
|
2017
Q3 | – | Sell |
-197
| Closed | -$13 | – | 1493 |
|
|
2017
Q2 | $13 | Hold |
197
| – | – | 0.01% | 889 |
|
|
2017
Q1 | $20K | Buy |
+197
| New | +$20K | 0.01% | 663 |
|