MSWM
McGlone Suttner Wealth Management’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,119
| Closed | -$112K | – | 559 |
|
|
2023
Q4 | $112K | Sell |
1,119
-1,374
| -55% | -$137K | 0.02% | 202 |
|
|
2023
Q3 | $250K | Buy |
2,493
+11
| +0.4% | +$1.1K | 0.06% | 118 |
|
|
2023
Q2 | $247K | Sell |
2,482
-2,038
| -45% | -$203K | 0.06% | 127 |
|
|
2023
Q1 | $449K | Sell |
4,520
-7,529
| -62% | -$747K | 0.12% | 78 |
|
|
2022
Q4 | $1.19M | Buy |
+12,049
| New | +$1.19M | 0.38% | 37 |
|