IWA
Inspirion Wealth Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,002
| Closed | -$226K | – | 86 |
|
|
2020
Q4 | $226K | Sell |
2,002
-1,095
| -35% | -$124K | 0.06% | 77 |
|
|
2020
Q3 | $348K | Sell |
3,097
-5,241
| -63% | -$589K | 0.12% | 56 |
|
|
2020
Q2 | $930K | Buy |
8,338
+1,085
| +15% | +$121K | 0.37% | 27 |
|
|
2020
Q1 | $770K | Buy |
+7,253
| New | +$770K | 0.38% | 30 |
|