Spire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-800
| Closed | -$40.1K | – | 2432 |
|
|
2023
Q3 | $40.1K | Hold |
800
| – | – | ﹤0.01% | 1245 |
|
|
2023
Q2 | $41.5K | Hold |
800
| – | – | ﹤0.01% | 1275 |
|
|
2023
Q1 | $41.8K | Hold |
800
| – | – | ﹤0.01% | 1272 |
|
|
2022
Q4 | $41K | Sell |
800
-1,200
| -60% | -$61.5K | ﹤0.01% | 1058 |
|
|
2022
Q3 | $100K | Buy |
2,000
+825
| +70% | +$41.3K | 0.01% | 710 |
|
|
2022
Q2 | $60K | Sell |
1,175
-1,000
| -46% | -$51.1K | ﹤0.01% | 1219 |
|
|
2022
Q1 | $115K | Hold |
2,175
| – | – | ﹤0.01% | 1116 |
|
|
2021
Q4 | $122K | Hold |
2,175
| – | – | ﹤0.01% | 1317 |
|
|
2021
Q3 | $123K | Sell |
2,175
-2,775
| -56% | -$157K | ﹤0.01% | 1122 |
|
|
2021
Q2 | $281K | Sell |
4,950
-225
| -4% | -$12.8K | 0.01% | 799 |
|
|
2021
Q1 | $291K | Buy |
+5,175
| New | +$291K | 0.01% | 883 |
|