Triad Wealth Partners’s PIMCO Preferred and Capital Securities Active Exchange-Traded Fund PRFD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,254
Closed -$62.2K 686
2024
Q2
$62.2K Buy
+1,254
New +$62.2K 0.03% 197