IFWM
Institute for Wealth Management’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-11,743
| Closed | -$1.17M | – | 463 |
|
|
2023
Q2 | $1.17M | Buy |
+11,743
| New | +$1.17M | 0.2% | 121 |
|
|
2020
Q1 | – | Sell |
-8,353
| Closed | -$849K | – | 564 |
|
|
2019
Q4 | $849K | Sell |
8,353
-444
| -5% | -$45.1K | 0.19% | 155 |
|
|
2019
Q3 | $895K | Hold |
8,797
| – | – | 0.23% | 135 |
|
|
2019
Q2 | $895K | Buy |
8,797
+2,614
| +42% | +$266K | 0.2% | 149 |
|
|
2019
Q1 | $628K | Buy |
+6,183
| New | +$628K | 0.14% | 203 |
|