WC
Wealth CMT’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.04M | Buy |
+41,277
| New | +$2.04M | 3.09% | 7 |
|
|
2023
Q1 | – | Sell |
-47,398
| Closed | -$2.34M | – | 35 |
|
|
2022
Q4 | $2.34M | Sell |
47,398
-24
| -0.1% | -$1.18K | 1.24% | 15 |
|
|
2022
Q3 | $2.32M | Buy |
47,422
+5,527
| +13% | +$270K | 1.39% | 16 |
|
|
2022
Q2 | $2.08M | Buy |
+41,895
| New | +$2.08M | 1.21% | 17 |
|