Wealthcare Advisory Partners’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $327K | Buy |
6,358
+180
| +3% | +$9.25K | 0.01% | 765 |
|
|
2025
Q1 | $318K | Hold |
6,178
| – | – | 0.01% | 723 |
|
|
2024
Q4 | $320K | Sell |
6,178
-427
| -6% | -$22.1K | 0.01% | 692 |
|
|
2024
Q3 | $350K | Buy |
6,605
+1,771
| +37% | +$93.8K | 0.01% | 666 |
|
|
2024
Q2 | $252K | Sell |
4,834
-317
| -6% | -$16.5K | 0.01% | 730 |
|
|
2024
Q1 | $270K | Sell |
5,151
-731
| -12% | -$38.4K | 0.01% | 703 |
|
|
2023
Q4 | $311K | Buy |
5,882
+409
| +7% | +$21.6K | 0.01% | 600 |
|
|
2023
Q3 | $274K | Sell |
5,473
-3,628
| -40% | -$182K | 0.01% | 573 |
|
|
2023
Q2 | $472K | Buy |
9,101
+3,525
| +63% | +$183K | 0.02% | 459 |
|
|
2023
Q1 | $291K | Buy |
+5,576
| New | +$291K | 0.01% | 584 |
|
|
2021
Q2 | – | Sell |
-100
| Closed | -$6K | – | 1357 |
|
|
2021
Q1 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 1598 |
|
|
2020
Q2 | – | Sell |
-100
| Closed | -$5K | – | 980 |
|
|
2020
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 1112 |
|
|
2019
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 1069 |
|
|
2019
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 1035 |
|
|
2019
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 1065 |
|
|
2019
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 973 |
|
|
2018
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 937 |
|
|
2018
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 997 |
|
|
2018
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 986 |
|
|
2018
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 833 |
|
|
2017
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 785 |
|
|
2017
Q3 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 650 |
|