Sutton Wealth Advisors’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $1.55K | Hold |
17
| – | – | ﹤0.01% | 752 |
|
2023
Q2 | $1.61K | Hold |
17
| – | – | ﹤0.01% | 728 |
|
2023
Q1 | $1.64K | Hold |
17
| – | – | ﹤0.01% | 673 |
|
2022
Q4 | $1.58K | Sell |
17
-12
| -41% | -$1.12K | ﹤0.01% | 1238 |
|
2022
Q3 | $2.65K | Hold |
29
| – | – | ﹤0.01% | 1153 |
|
2022
Q2 | $2.8K | Sell |
29
-27
| -48% | -$2.6K | ﹤0.01% | 1138 |
|
2022
Q1 | $5.83K | Sell |
56
-26
| -32% | -$2.71K | ﹤0.01% | 1065 |
|
2021
Q4 | $9.25K | Hold |
82
| – | – | ﹤0.01% | 953 |
|
2021
Q3 | $9.31K | Sell |
82
-3
| -4% | -$341 | ﹤0.01% | 937 |
|
2021
Q2 | $9.73K | Hold |
85
| – | – | ﹤0.01% | 918 |
|
2021
Q1 | $9.47K | Buy |
85
+4
| +5% | +$446 | ﹤0.01% | 896 |
|
2020
Q4 | $9.48K | Sell |
81
-27
| -25% | -$3.16K | ﹤0.01% | 827 |
|
2020
Q3 | $12.4K | Hold |
108
| – | – | 0.01% | 681 |
|
2020
Q2 | $12.3K | Hold |
108
| – | – | 0.01% | 656 |
|
2020
Q1 | $11.4K | Buy |
108
+2
| +2% | +$212 | 0.01% | 622 |
|
2019
Q4 | $11.7K | Hold |
106
| – | – | 0.01% | 776 |
|
2019
Q3 | $11.6K | Buy |
106
+7
| +7% | +$768 | 0.01% | 754 |
|
2019
Q2 | $10.6K | Buy |
99
+11
| +13% | +$1.18K | 0.01% | 756 |
|
2019
Q1 | $9.13K | Buy |
88
+86
| +4,300% | +$8.92K | 0.01% | 800 |
|
2018
Q4 | $198 | Hold |
2
| – | – | ﹤0.01% | 1118 |
|
2018
Q3 | $201 | Sell |
2
-52
| -96% | -$5.23K | ﹤0.01% | 1119 |
|
2018
Q2 | $5.42K | Buy |
+54
| New | +$5.42K | ﹤0.01% | 913 |
|