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Legacy Wealth Planning’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Legacy Wealth Planning’s Portfolio MINT Stock Details MINT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-2,533
Closed -$251K – 84
2020
Q1 		$251K Sell
2,533
-7,637
-75% -$757K 0.4% 54
2019
Q4 		$1.03M Buy
+10,170
New +$1.03M 1.17% 24