Summit Wealth & Retirement Planning’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 Q2	–	Sell	-14,774	Closed	-$772K	–	89
2023 Q1	$772K	Sell	14,774 -7,708	-34%	-$403K	0.29%	39
2022 Q4	$1.16M	Buy	22,482 +15,130	+206%	+$777K	0.47%	31
2022 Q3	$368K	Buy	+7,352	New	+$368K	0.15%	79