Martel Wealth Advisors’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-17,823
| Closed | -$939K | – | 73 |
|
|
2024
Q3 | $939K | Hold |
17,823
| – | – | 0.19% | 29 |
|
|
2024
Q2 | $928K | Hold |
17,823
| – | – | 0.2% | 30 |
|
|
2024
Q1 | $935K | Hold |
17,823
| – | – | 0.2% | 30 |
|
|
2023
Q4 | $941K | Hold |
17,823
| – | – | 0.21% | 29 |
|
|
2023
Q3 | $892K | Buy |
17,823
+1,306
| +8% | +$65.4K | 0.22% | 28 |
|
|
2023
Q2 | $856K | Hold |
16,517
| – | – | 0.21% | 30 |
|
|
2023
Q1 | $863K | Buy |
16,517
+648
| +4% | +$33.9K | 0.22% | 27 |
|
|
2022
Q4 | $815K | Buy |
+15,869
| New | +$815K | 0.22% | 29 |
|