Kowal Investment Group’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.84M | Sell |
34,682
-168
| -0.5% | -$8.9K | 0.34% | 45 |
|
|
2024
Q2 | $1.81M | Sell |
34,850
-995
| -3% | -$51.8K | 0.36% | 40 |
|
|
2024
Q1 | $1.88M | Sell |
35,845
-1,020
| -3% | -$53.5K | 0.41% | 34 |
|
|
2023
Q4 | $1.95M | Sell |
36,865
-9,899
| -21% | -$523K | 0.45% | 33 |
|
|
2023
Q3 | $2.34M | Buy |
46,764
+3,004
| +7% | +$150K | 0.63% | 20 |
|
|
2023
Q2 | $2.27M | Sell |
43,760
-4,630
| -10% | -$240K | 0.61% | 21 |
|
|
2023
Q1 | $2.53M | Buy |
48,390
+260
| +0.5% | +$13.6K | 0.72% | 20 |
|
|
2022
Q4 | $2.47M | Buy |
48,130
+30,559
| +174% | +$1.57M | 0.74% | 21 |
|
|
2022
Q3 | $881K | Buy |
17,571
+8,973
| +104% | +$450K | 0.3% | 44 |
|
|
2022
Q2 | $443K | Buy |
+8,598
| New | +$443K | 0.15% | 69 |
|