WealthPLAN Partners’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,324
| Closed | -$238K | – | 263 |
|
|
2025
Q1 | $238K | Sell |
5,324
-63,765
| -92% | -$2.85M | 0.03% | 232 |
|
|
2024
Q4 | $3.11M | Buy |
69,089
+1,777
| +3% | +$80.1K | 0.44% | 69 |
|
|
2024
Q3 | $3.11M | Sell |
67,312
-1,879
| -3% | -$86.7K | 0.42% | 72 |
|
|
2024
Q2 | $3.14M | Buy |
69,191
+955
| +1% | +$43.4K | 0.34% | 84 |
|
|
2024
Q1 | $3.11M | Sell |
68,236
-183,852
| -73% | -$8.39M | 0.32% | 94 |
|
|
2023
Q4 | $11.4M | Buy |
252,088
+5,685
| +2% | +$258K | 1.18% | 15 |
|
|
2023
Q3 | $10.6M | Buy |
246,403
+62,679
| +34% | +$2.69M | 1.23% | 14 |
|
|
2023
Q2 | $8.19M | Sell |
183,724
-19,283
| -9% | -$859K | 1.16% | 15 |
|
|
2023
Q1 | $9.02M | Sell |
203,007
-153,395
| -43% | -$6.82M | 1.03% | 27 |
|
|
2022
Q4 | $15.9M | Buy |
+356,402
| New | +$15.9M | 1.11% | 27 |
|
|
2022
Q1 | $8.91M | Buy |
+198,422
| New | +$8.91M | 0.62% | 60 |
|