Valeo Financial Advisors’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-121
| Closed | -$13K | – | 707 |
|
|
2021
Q1 | $13K | Hold |
121
| – | – | ﹤0.01% | 1209 |
|
|
2020
Q4 | $14K | Hold |
121
| – | – | ﹤0.01% | 1088 |
|
|
2020
Q3 | $14K | Hold |
121
| – | – | ﹤0.01% | 960 |
|
|
2020
Q2 | $14K | Hold |
121
| – | – | ﹤0.01% | 1102 |
|
|
2020
Q1 | $13K | Hold |
121
| – | – | ﹤0.01% | 957 |
|
|
2019
Q4 | $13K | Hold |
121
| – | – | ﹤0.01% | 1008 |
|
|
2019
Q3 | $13K | Hold |
121
| – | – | ﹤0.01% | 946 |
|
|
2019
Q2 | $13K | Hold |
121
| – | – | ﹤0.01% | 949 |
|
|
2019
Q1 | $13K | Hold |
121
| – | – | ﹤0.01% | 875 |
|
|
2018
Q4 | $12K | Hold |
121
| – | – | ﹤0.01% | 820 |
|
|
2018
Q3 | $12K | Hold |
121
| – | – | ﹤0.01% | 898 |
|
|
2018
Q2 | $12K | Hold |
121
| – | – | ﹤0.01% | 890 |
|
|
2018
Q1 | $12K | Buy |
+121
| New | +$12K | ﹤0.01% | 873 |
|