LWM
Ledge 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
Q2 | – | Sell |
-2,405
| Closed | -$239K | – | 67 |
|
|
2023
Q1 | $239K | Sell |
2,405
-372
| -13% | -$36.9K | 0.11% | 59 |
|
|
2022
Q4 | $274K | Sell |
2,777
-241
| -8% | -$23.8K | 0.13% | 66 |
|
|
2022
Q3 | $298K | Sell |
3,018
-1,652
| -35% | -$163K | 0.18% | 56 |
|
|
2022
Q2 | $463K | Sell |
4,670
-271
| -5% | -$26.9K | 0.28% | 51 |
|
|
2022
Q1 | $495K | Buy |
+4,941
| New | +$495K | 0.31% | 54 |
|