PFWA
Paces Ferry Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,363
| Closed | -$631K | – | 99 |
|
|
2022
Q2 | $631K | Buy |
6,363
+763
| +14% | +$75.7K | 0.62% | 37 |
|
|
2022
Q1 | $561K | Buy |
+5,600
| New | +$561K | 0.45% | 49 |
|
|
2020
Q4 | – | Sell |
-317
| Closed | -$32K | – | 720 |
|
|
2020
Q3 | $32K | Buy |
+317
| New | +$32K | 0.03% | 268 |
|