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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9K | Sell |
237
-35
| -13% | -$1.76K | ﹤0.01% | 239 |
|
|
2025
Q1 | $13.6K | Sell |
272
-56
| -17% | -$2.8K | ﹤0.01% | 261 |
|
|
2024
Q4 | $16.3K | Hold |
328
| – | – | ﹤0.01% | 271 |
|
|
2024
Q3 | $16.6K | Hold |
328
| – | – | ﹤0.01% | 275 |
|
|
2024
Q2 | $16.4K | Sell |
328
-2,864
| -90% | -$143K | ﹤0.01% | 275 |
|
|
2024
Q1 | $159K | Hold |
3,192
| – | – | 0.01% | 190 |
|
|
2023
Q4 | $160K | Hold |
3,192
| – | – | 0.01% | 188 |
|
|
2023
Q3 | $156K | Hold |
3,192
| – | – | 0.01% | 189 |
|
|
2023
Q2 | $158K | Buy |
3,192
+100
| +3% | +$4.95K | 0.01% | 171 |
|
|
2023
Q1 | $154K | Hold |
3,092
| – | – | 0.01% | 174 |
|
|
2022
Q4 | $152K | Sell |
3,092
-789
| -20% | -$38.9K | 0.01% | 176 |
|
|
2022
Q3 | $190K | Sell |
3,881
-1,785
| -32% | -$87.4K | 0.02% | 169 |
|
|
2022
Q2 | $282K | Buy |
+5,666
| New | +$282K | 0.03% | 154 |
|