Roger Wittlin Investment Advisory’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $11.9M | Sell |
|
|||||
|
2025
Q2 | $12.8M | Sell |
|
|||||
|
2025
Q1 | $14.7M | Buy |
|
|||||
|
2024
Q4 | $14.5M | Buy |
|
|||||
|
2024
Q3 | $11.2M | Buy |
|
|||||
|
2024
Q2 | $10.3M | Buy |
|
|||||
|
2024
Q1 | $8.48M | Buy |
|
|||||
|
2023
Q4 | $8.2M | Buy |
|
|||||
|
2023
Q3 | $8M | Buy |
|
|||||
|
2023
Q2 | $7.77M | Buy |
|
|||||
|
2023
Q1 | $7.53M | Sell |
|
|||||
|
2022
Q4 | $9.66M | Buy |
|