MBM Wealth Consultants’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-241
| Closed | -$24K | – | 320 |
|
|
2022
Q4 | $24K | Buy |
+241
| New | +$24K | 0.01% | 195 |
|
|
2021
Q1 | – | Sell |
-495
| Closed | -$51K | – | 264 |
|
|
2020
Q4 | $51K | Sell |
495
-490
| -50% | -$50.5K | 0.03% | 128 |
|
|
2020
Q3 | $100K | Buy |
985
+495
| +101% | +$50.3K | 0.06% | 100 |
|
|
2020
Q2 | $50K | Buy |
+490
| New | +$50K | 0.04% | 121 |
|
|
2019
Q1 | – | Sell |
-130
| Closed | -$13K | – | 231 |
|
|
2018
Q4 | $13K | Buy |
+130
| New | +$13K | 0.01% | 170 |
|