LWM
LBA Wealth Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $26K | Hold |
244
| – | – | 0.01% | 248 |
|
|
2016
Q4 | $25K | Hold |
244
| – | – | 0.01% | 241 |
|
|
2016
Q3 | $26K | Buy |
+244
| New | +$26K | 0.01% | 246 |
|
|
2016
Q1 | – | Sell |
-291
| Closed | -$30K | – | 417 |
|
|
2015
Q4 | $30K | Buy |
+291
| New | +$30K | 0.02% | 239 |
|
|
2014
Q4 | – | Sell |
-249
| Closed | -$27K | – | 304 |
|
|
2014
Q3 | $27K | Buy |
+249
| New | +$27K | 0.02% | 200 |
|