Western Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,342
| Closed | -$267K | – | 707 |
|
|
2023
Q3 | $267K | Buy |
5,342
+792
| +17% | +$39.7K | 0.02% | 536 |
|
|
2023
Q2 | $236K | Buy |
4,550
+9
| +0.2% | +$467 | 0.02% | 569 |
|
|
2023
Q1 | $237K | Buy |
4,541
+628
| +16% | +$32.8K | 0.02% | 565 |
|
|
2022
Q4 | $201K | Buy |
+3,913
| New | +$201K | 0.02% | 577 |
|
|
2022
Q2 | – | Sell |
-4,744
| Closed | -$252K | – | 828 |
|
|
2022
Q1 | $252K | Buy |
+4,744
| New | +$252K | 0.01% | 734 |
|