Sax Wealth Advisors’s PIMCO Enhanced Short Maturity Active ESG ETF EMNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $346K | Hold |
3,500
| – | – | 0.02% | 315 |
|
|
2025
Q1 | $346K | Hold |
3,500
| – | – | 0.02% | 269 |
|
|
2024
Q4 | $344K | Hold |
3,500
| – | – | 0.03% | 243 |
|
|
2024
Q3 | $346K | Buy |
3,500
+625
| +22% | +$61.9K | 0.03% | 206 |
|
|
2024
Q2 | $284K | Hold |
2,875
| – | – | 0.03% | 215 |
|
|
2024
Q1 | $284K | Buy |
+2,875
| New | +$284K | 0.03% | 151 |
|