Legacy Capital Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $916K | Sell |
17,829
-8,435
| -32% | -$433K | 0.21% | 94 |
|
|
2025
Q1 | $1.35M | Hold |
26,264
| – | – | 0.33% | 58 |
|
|
2024
Q4 | $1.36M | Hold |
26,264
| – | – | 0.34% | 60 |
|
|
2024
Q3 | $1.39M | Hold |
26,264
| – | – | 0.28% | 73 |
|
|
2024
Q2 | $1.37M | Buy |
+26,264
| New | +$1.37M | 0.35% | 57 |
|
|
2024
Q1 | – | Sell |
-26,264
| Closed | -$1.39M | – | 261 |
|
|
2023
Q4 | $1.39M | Buy |
26,264
+1,600
| +6% | +$84.5K | 0.39% | 60 |
|
|
2023
Q3 | $1.23M | Buy |
+24,664
| New | +$1.23M | 0.34% | 61 |
|
|
2023
Q2 | – | Sell |
-22,600
| Closed | -$1.18M | – | 163 |
|
|
2023
Q1 | $1.18M | Buy |
+22,600
| New | +$1.18M | 0.32% | 62 |
|