Total Clarity Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,450
| Closed | -$75K | – | 702 |
|
|
2022
Q2 | $75K | Buy |
+1,450
| New | +$75K | 0.04% | 353 |
|
|
2022
Q1 | – | Sell |
-1,450
| Closed | -$81K | – | 647 |
|
|
2021
Q4 | $81K | Hold |
1,450
| – | – | 0.04% | 339 |
|
|
2021
Q3 | $82K | Buy |
+1,450
| New | +$82K | 0.04% | 335 |
|
|
2021
Q2 | – | Sell |
-1,450
| Closed | -$81K | – | 534 |
|
|
2021
Q1 | $81K | Buy |
+1,450
| New | +$81K | 0.05% | 269 |
|
|
2020
Q1 | – | Sell |
-1,850
| Closed | -$102K | – | 429 |
|
|
2019
Q4 | $102K | Buy |
+1,850
| New | +$102K | 0.08% | 185 |
|