Valley Wealth Managers’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $12K | Hold |
|
|||||
|
2025
Q2 | $11.9K | Sell |
|
|||||
|
2025
Q1 | $13.6K | Sell |
|
|||||
|
2024
Q4 | $16.3K | Hold |
|
|||||
|
2024
Q3 | $16.6K | Hold |
|
|||||
|
2024
Q2 | $16.4K | Sell |
|
|||||
|
2024
Q1 | $159K | Hold |
|
|||||
|
2023
Q4 | $160K | Hold |
|
|||||
|
2023
Q3 | $156K | Hold |
|
|||||
|
2023
Q2 | $158K | Buy |
|
|||||
|
2023
Q1 | $154K | Hold |
|
|||||
|
2022
Q4 | $152K | Sell |
|
|||||
|
2022
Q3 | $190K | Sell |
|
|||||
|
2022
Q2 | $282K | Buy |
|