WKWM
Walter & Keenan Wealth Management’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $555K | Buy |
20,919
+301
| +1% | +$7.99K | 0.16% | 102 |
|
|
2025
Q1 | $543K | Buy |
20,618
+809
| +4% | +$21.3K | 0.16% | 103 |
|
|
2024
Q4 | $513K | Buy |
19,809
+8,457
| +74% | +$219K | 0.16% | 105 |
|
|
2024
Q3 | $303K | Buy |
11,352
+164
| +1% | +$4.37K | 0.09% | 127 |
|
|
2024
Q2 | $287K | Buy |
11,188
+161
| +1% | +$4.13K | 0.09% | 128 |
|
|
2024
Q1 | $284K | Buy |
+11,027
| New | +$284K | 0.09% | 120 |
|