LAS
LWM Advisory Services’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-24,962
| Closed | -$2.29M | – | 147 |
|
|
2023
Q2 | $2.29M | Buy |
24,962
+1,712
| +7% | +$157K | 2.42% | 10 |
|
|
2023
Q1 | $2.16M | Buy |
23,250
+5,927
| +34% | +$550K | 2.3% | 12 |
|
|
2022
Q4 | $1.57M | Buy |
17,323
+4,230
| +32% | +$383K | 1.73% | 16 |
|
|
2022
Q3 | $1.18M | Buy |
13,093
+4,096
| +46% | +$368K | 1.33% | 14 |
|
|
2022
Q2 | $857K | Buy |
8,997
+10
| +0.1% | +$953 | 1.03% | 19 |
|
|
2022
Q1 | $915K | Buy |
8,987
+1,434
| +19% | +$146K | 1.14% | 16 |
|
|
2021
Q4 | $826K | Buy |
+7,553
| New | +$826K | 1.02% | 25 |
|