Opal Wealth Advisors’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.59M | Sell |
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2025
Q1 | $1.74M | Sell |
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2024
Q4 | $3.54M | Buy |
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2024
Q3 | $3.2M | Sell |
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2024
Q2 | $3.21M | Sell |
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2024
Q1 | $3.99M | Sell |
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2023
Q4 | $4.02M | Buy |
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2023
Q3 | $2.26M | Sell |
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2023
Q2 | $2.35M | Hold |
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2023
Q1 | $2.37M | Sell |
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2022
Q4 | $3.62M | Buy |
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2022
Q3 | $580K | Sell |
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2022
Q2 | $679K | Buy |
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2022
Q1 | – | Sell |
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2021
Q4 | $421K | Buy |
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