Lenox Wealth Management’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-350
| Closed | -$35K | – | 646 |
|
|
2018
Q3 | $35K | Hold |
350
| – | – | 0.01% | 257 |
|
|
2018
Q2 | $35K | Hold |
350
| – | – | 0.01% | 238 |
|
|
2018
Q1 | $35K | Hold |
350
| – | – | 0.01% | 243 |
|
|
2017
Q4 | $37K | Hold |
350
| – | – | 0.01% | 237 |
|
|
2017
Q3 | $36K | Hold |
350
| – | – | 0.01% | 261 |
|
|
2017
Q2 | $37K | Buy |
+350
| New | +$37K | 0.02% | 229 |
|