Summit Trail Advisors’s PIMCO Municipal Income Fund III PMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $72.3K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $108K | Sell |
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|
2023
Q4 | $127K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $107K | Sell |
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|
2021
Q4 | $184K | Sell |
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|
2021
Q3 | $717K | Sell |
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|
2021
Q2 | $1.14M | Sell |
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|
2021
Q1 | $1.08M | Buy |
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|
2020
Q4 | $813K | Buy |
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|
2020
Q3 | $594K | Sell |
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|
2020
Q2 | $610K | Buy |
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