Roger Wittlin Investment Advisory’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Sell |
71,038
-10,248
| -13% | -$272K | 1.05% | 17 |
|
|
2025
Q1 | $2.14M | Buy |
81,286
+5,857
| +8% | +$154K | 1.25% | 16 |
|
|
2024
Q4 | $1.96M | Sell |
75,429
-17,801
| -19% | -$461K | 1.1% | 17 |
|
|
2024
Q3 | $2.48M | Buy |
93,230
+16,246
| +21% | +$433K | 1.43% | 15 |
|
|
2024
Q2 | $1.97M | Buy |
76,984
+48,507
| +170% | +$1.24M | 1.27% | 16 |
|
|
2024
Q1 | $734K | Buy |
+28,477
| New | +$734K | 0.51% | 28 |
|