United Capital Financial Advisors’s PIMCO Municipal Income Fund II PML Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $161K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $126K | Sell |
|
|||||
|
2022
Q2 | $174K | Hold |
|
|||||
|
2022
Q1 | $186K | Sell |
|
|||||
|
2021
Q4 | $295K | Hold |
|
|||||
|
2021
Q3 | $298K | Hold |
|
|||||
|
2021
Q2 | $304K | Hold |
|
|||||
|
2021
Q1 | $300K | Sell |
|
|||||
|
2020
Q4 | $314K | Hold |
|
|||||
|
2020
Q3 | $297K | Hold |
|
|||||
|
2020
Q2 | $296K | Sell |
|
|||||
|
2020
Q1 | $386K | Hold |
|
|||||
|
2019
Q4 | $485K | Sell |
|
|||||
|
2019
Q3 | $560K | Sell |
|
|||||
|
2019
Q2 | $545K | Buy |
|
|||||
|
2019
Q1 | $506K | Buy |
|
|||||
|
2018
Q4 | $447K | Sell |
|
|||||
|
2018
Q3 | $471K | Hold |
|
|||||
|
2018
Q2 | $466K | Sell |
|
|||||
|
2018
Q1 | $478K | Sell |
|
|||||
|
2017
Q4 | $554K | Hold |
|
|||||
|
2017
Q3 | $553K | Buy |
|
|||||
|
2017
Q2 | $487K | Buy |
|
|||||
|
2017
Q1 | $173K | Hold |
|
|||||
|
2016
Q4 | $168K | Buy |
|
|||||
|
2016
Q3 | $188K | Buy |
|
|||||
|
2016
Q2 | $166K | Hold |
|
|||||
|
2016
Q1 | $157K | Sell |
|
|||||
|
2015
Q4 | $159K | Sell |
|
|||||
|
2015
Q3 | $162K | Buy |
|
|||||
|
2015
Q2 | $130K | Buy |
|
|||||
|
2015
Q1 | $139K | Hold |
|
|||||
|
2014
Q4 | $131K | Hold |
|
|||||
|
2014
Q3 | $128K | Buy |
|
|||||
|
2014
Q2 | – | Sell |
|
|||||
|
2014
Q1 | $128K | Hold |
|
|||||
|
2013
Q4 | $117K | Buy |
|