Simplicity Solutions’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $2.42M | Sell |
45,836
-186
| -0.4% | -$9.82K | 0.07% | 269 |
|
2023
Q3 | $2.3M | Buy |
46,022
+1,363
| +3% | +$68.2K | 0.07% | 246 |
|
2023
Q2 | $2.32M | Buy |
44,659
+2,438
| +6% | +$126K | 0.06% | 274 |
|
2023
Q1 | $2.21M | Buy |
+42,221
| New | +$2.21M | 0.06% | 290 |
|
2016
Q1 | – | Sell |
-57,414
| Closed | -$3.1M | – | 396 |
|
2015
Q4 | $3.1M | Buy |
+57,414
| New | +$3.1M | 0.37% | 69 |
|