O'Brien Wealth Partners’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-806
| Closed | -$83K | – | 65 |
|
|
2018
Q3 | $83K | Sell |
806
-593
| -42% | -$61.1K | 0.05% | 55 |
|
|
2018
Q2 | $144K | Sell |
1,399
-238
| -15% | -$24.5K | 0.11% | 26 |
|
|
2018
Q1 | $171K | Buy |
+1,637
| New | +$171K | 0.12% | 32 |
|
|
2017
Q4 | – | Sell |
-1,874
| Closed | -$200K | – | 33 |
|
|
2017
Q3 | $200K | Sell |
1,874
-572
| -23% | -$61K | 0.1% | 32 |
|
|
2017
Q2 | $259K | Buy |
+2,446
| New | +$259K | 0.14% | 30 |
|