Sowell Financial Services’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-3,323
| Closed | -$188K | – | 1917 |
|
2021
Q1 | $188K | Buy |
3,323
+2,844
| +594% | +$161K | 0.01% | 1085 |
|
2020
Q4 | $27K | Sell |
479
-182
| -28% | -$10.3K | ﹤0.01% | 1619 |
|
2020
Q3 | $37K | Buy |
661
+64
| +11% | +$3.58K | ﹤0.01% | 1316 |
|
2020
Q2 | $33K | Sell |
597
-66
| -10% | -$3.65K | ﹤0.01% | 1303 |
|
2020
Q1 | $36K | Buy |
663
+36
| +6% | +$1.96K | ﹤0.01% | 1162 |
|
2019
Q4 | $35K | Sell |
627
-138
| -18% | -$7.7K | ﹤0.01% | 1269 |
|
2019
Q3 | $42K | Buy |
+765
| New | +$42K | ﹤0.01% | 1049 |
|