SIA
Schechter Investment Advisors’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,527
| Closed | -$240K | – | 670 |
|
|
2024
Q1 | $240K | Buy |
2,527
+108
| +4% | +$10.2K | 0.02% | 540 |
|
|
2023
Q4 | $229K | Buy |
2,419
+249
| +11% | +$23.6K | 0.02% | 527 |
|
|
2023
Q3 | $203K | Buy |
+2,170
| New | +$203K | 0.02% | 547 |
|
|
2023
Q2 | – | Sell |
-2,122
| Closed | -$201K | – | 687 |
|
|
2023
Q1 | $201K | Sell |
2,122
-41
| -2% | -$3.89K | 0.02% | 621 |
|
|
2022
Q4 | $204K | Buy |
2,163
+7
| +0.3% | +$660 | 0.02% | 757 |
|
|
2022
Q3 | $204K | Buy |
+2,156
| New | +$204K | 0.02% | 830 |
|