Landmark Wealth Management (New York)’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,405
| Closed | -$219K | – | 77 |
|
|
2024
Q2 | $219K | Sell |
2,405
-60,226
| -96% | -$5.48M | 0.17% | 48 |
|
|
2024
Q1 | $5.75M | Buy |
62,631
+2,833
| +5% | +$260K | 2.66% | 7 |
|
|
2023
Q4 | $5.53M | Buy |
59,798
+2,298
| +4% | +$212K | 2.72% | 7 |
|
|
2023
Q3 | $5.05M | Buy |
57,500
+1,506
| +3% | +$132K | 2.87% | 6 |
|
|
2023
Q2 | $5.13M | Buy |
55,994
+1,109
| +2% | +$102K | 4.55% | 5 |
|
|
2023
Q1 | $5.09M | Buy |
54,885
+4,549
| +9% | +$422K | 2.83% | 6 |
|
|
2022
Q4 | $4.55M | Sell |
50,336
-5,286
| -10% | -$478K | 3.29% | 5 |
|
|
2022
Q3 | $4.99M | Sell |
55,622
-12,203
| -18% | -$1.09M | 3.78% | 4 |
|
|
2022
Q2 | $6.46M | Sell |
67,825
-86,597
| -56% | -$8.25M | 8.26% | 5 |
|
|
2022
Q1 | $7.94M | Buy |
154,422
+77,023
| +100% | +$3.96M | 4.17% | 6 |
|
|
2021
Q4 | $8K | Buy |
+77,399
| New | +$8K | 4.68% | 6 |
|