WMS
CORP icon

Wealth Management Solutions’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$278K Sell
3,053
-195
-6% -$17.8K 0.19% 67
2023
Q2
$308K Sell
3,248
-87
-3% -$8.25K 0.2% 64
2023
Q1
$321K Sell
3,335
-2,577
-44% -$248K 0.18% 63
2022
Q4
$550K Buy
+5,912
New +$550K 0.29% 40