Steward Partners Investment Advisory’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.67K | Hold |
80
| – | – | ﹤0.01% | 3326 |
|
|
2025
Q1 | $7.68K | Hold |
80
| – | – | ﹤0.01% | 3214 |
|
|
2024
Q4 | $7.6K | Buy |
+80
| New | +$7.6K | ﹤0.01% | 3214 |
|
|
2024
Q2 | – | Sell |
-750
| Closed | -$71.1K | – | 3666 |
|
|
2024
Q1 | $71.1K | Hold |
750
| – | – | ﹤0.01% | 1934 |
|
|
2023
Q4 | $71.1K | Buy |
750
+500
| +200% | +$47.4K | ﹤0.01% | 1828 |
|
|
2023
Q3 | $23.4K | Buy |
+250
| New | +$23.4K | ﹤0.01% | 2230 |
|
|
2023
Q2 | – | Sell |
-13,990
| Closed | -$1.33M | – | 3356 |
|
|
2023
Q1 | $1.33M | Sell |
13,990
-7,237
| -34% | -$687K | 0.02% | 594 |
|
|
2022
Q4 | $2M | Buy |
+21,227
| New | +$2M | 0.03% | 450 |
|
|
2022
Q3 | – | Sell |
-2,399
| Closed | -$230K | – | 3319 |
|
|
2022
Q2 | $230K | Buy |
+2,399
| New | +$230K | ﹤0.01% | 1155 |
|