Levy Wealth Management Group’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.69M | Sell |
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|
2024
Q1 | $1.86M | Hold |
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|
2023
Q4 | $1.86M | Buy |
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|
2023
Q3 | $1.79M | Sell |
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|
2023
Q2 | $1.85M | Sell |
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|
2023
Q1 | $2.2M | Buy |
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|
2022
Q4 | $2.17M | Buy |
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|
2022
Q3 | $2.15M | Buy |
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|
2022
Q2 | $2.19M | Buy |
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|
2022
Q1 | $2.08M | Buy |
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|
2021
Q4 | $2.04M | Buy |
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|
2021
Q3 | $1.69M | Buy |
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|
2021
Q2 | $1.59M | Buy |
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|
2021
Q1 | $1.05M | Hold |
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|
2020
Q4 | $1.05M | Buy |
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