Mark Sheptoff Financial Planning’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$28.3K Buy
1,066
+481
+82% +$12.8K 0.02% 235
2025
Q1
$15.4K Buy
585
+285
+95% +$7.51K 0.01% 270
2024
Q4
$7.78K Hold
300
﹤0.01% 335
2024
Q3
$8K Sell
300
-2,749
-90% -$73.3K ﹤0.01% 330
2024
Q2
$78.2K Buy
3,049
+980
+47% +$25.1K 0.04% 153
2024
Q1
$53.3K Buy
+2,069
New +$53.3K 0.03% 171