TMWM
Taylor & Morgan Wealth Management’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-12,833
| Closed | -$1.27M | – | 68 |
|
|
2022
Q4 | $1.27M | Sell |
12,833
-2,985
| -19% | -$294K | 1.19% | 17 |
|
|
2022
Q3 | $1.56M | Buy |
15,818
+2,009
| +15% | +$199K | 1.56% | 15 |
|
|
2022
Q2 | $1.37M | Sell |
13,809
-3,918
| -22% | -$388K | 1.3% | 15 |
|
|
2022
Q1 | $1.78M | Sell |
17,727
-399
| -2% | -$40K | 1.45% | 17 |
|
|
2021
Q4 | $1.84M | Buy |
+18,126
| New | +$1.84M | 1.49% | 17 |
|