Signify Wealth’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,247
| Closed | -$213K | – | 39 |
|
|
2023
Q2 | $213K | Sell |
2,247
-35
| -2% | -$3.32K | 0.18% | 29 |
|
|
2023
Q1 | $220K | Buy |
+2,282
| New | +$220K | 0.19% | 25 |
|
|
2021
Q4 | – | Sell |
-22,818
| Closed | -$2.59M | – | 26 |
|
|
2021
Q3 | $2.59M | Sell |
22,818
-924
| -4% | -$105K | 2.06% | 10 |
|
|
2021
Q2 | $2.72M | Sell |
23,742
-24,423
| -51% | -$2.8M | 2.09% | 10 |
|
|
2021
Q1 | $5.37M | Sell |
48,165
-14,022
| -23% | -$1.56M | 4.01% | 9 |
|
|
2020
Q4 | $7.28M | Buy |
+62,187
| New | +$7.28M | 5.76% | 7 |
|