U.S. Capital Wealth Advisors’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $1.38M | Sell |
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|
2024
Q4 | $1.45M | Sell |
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|
2024
Q3 | $1.47M | Sell |
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|
2024
Q2 | $1.52M | Hold |
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|
2024
Q1 | $1.52M | Hold |
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|
2023
Q4 | $1.5M | Sell |
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|
2023
Q3 | $1.55M | Hold |
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|
2023
Q2 | $1.54M | Buy |
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|
2023
Q1 | $532K | Buy |
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|
2022
Q4 | $500K | Buy |
|