WC
MUNI icon

Whitney & Co’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Whitney & Co’s Portfolio MUNI Stock Details MUNI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,500
Closed -$130K – 322
2018
Q3 		$130K Hold
2,500
– – 0.03% 126
2018
Q2 		$132K Hold
2,500
– – 0.04% 117
2018
Q1 		$132K Buy
+2,500
New +$132K 0.04% 120