Retirement Planning Group (Kansas)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $2.01M | Sell |
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2022
Q3 | $3.01M | Buy |
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|
2022
Q2 | $1.37M | Sell |
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|
2022
Q1 | $1.51M | Sell |
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|
2021
Q4 | $2.25M | Sell |
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|
2021
Q3 | $2.46M | Buy |
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|
2021
Q2 | $2.17M | Buy |
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|
2021
Q1 | $1.72M | Buy |
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|
2020
Q4 | $1.68M | Buy |
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|
2020
Q3 | $1.59M | Buy |
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|
2020
Q2 | $1.53M | Buy |
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|
2020
Q1 | $1.5M | Buy |
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|
2019
Q4 | $1.48M | Buy |
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|
2019
Q3 | $1.44M | Buy |
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|
2019
Q2 | $1.34M | Buy |
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|
2019
Q1 | $1.25M | Buy |
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|
2018
Q4 | $998K | Buy |
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