Sowell Financial Services’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-984
| Closed | -$51K | – | 2380 |
|
2021
Q1 | $51K | Hold |
984
| – | – | ﹤0.01% | 1656 |
|
2020
Q4 | $51K | Hold |
984
| – | – | ﹤0.01% | 1395 |
|
2020
Q3 | $50K | Hold |
984
| – | – | ﹤0.01% | 1203 |
|
2020
Q2 | $50K | Hold |
984
| – | – | ﹤0.01% | 1161 |
|
2020
Q1 | $50K | Hold |
984
| – | – | ﹤0.01% | 1064 |
|
2019
Q4 | $50K | Hold |
984
| – | – | ﹤0.01% | 1150 |
|
2019
Q3 | $50K | Buy |
+984
| New | +$50K | ﹤0.01% | 1001 |
|