Sequoia Financial Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,888
| Closed | -$541K | – | 1212 |
|
|
2024
Q1 | $541K | Sell |
5,888
-20,951
| -78% | -$1.92M | 0.01% | 660 |
|
|
2023
Q4 | $2.48M | Buy |
26,839
+20,790
| +344% | +$1.92M | 0.03% | 312 |
|
|
2023
Q3 | $532K | Sell |
6,049
-2,100
| -26% | -$185K | 0.01% | 501 |
|
|
2023
Q2 | $747K | Sell |
8,149
-94
| -1% | -$8.61K | 0.01% | 408 |
|
|
2023
Q1 | $765K | Sell |
8,243
-6,791
| -45% | -$630K | 0.02% | 365 |
|
|
2022
Q4 | $1.36M | Buy |
15,034
+8,745
| +139% | +$791K | 0.03% | 247 |
|
|
2022
Q3 | $564K | Buy |
+6,289
| New | +$564K | 0.02% | 277 |
|