LWM
LBA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $657K | Buy |
6,468
+6,006
| +1,300% | +$610K | 0.35% | 55 |
|
|
2016
Q4 | $47K | Hold |
462
| – | – | 0.03% | 196 |
|
|
2016
Q3 | $47K | Buy |
+462
| New | +$47K | 0.03% | 208 |
|
|
2015
Q3 | – | Sell |
-35
| Closed | -$4K | – | 360 |
|
|
2015
Q2 | $4K | Buy |
+35
| New | +$4K | ﹤0.01% | 282 |
|