A detailed history of Kelman Lazarov, Inc. transactions in Pimco ETF Tr Inter Mun Bd Acti stock. As of the latest transaction made, Kelman Lazarov, Inc. holds 84,644 shares of MUNI stock, worth $4.41 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares
84,644
Previous 82,717 2.33%
Holding current value
$4.41 Million
Previous $4.34 Million 1.52%
% of portfolio
0.89%
Previous 0.9%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$51.55 - $52.29 $99,336 - $100,762
1,927 Added 2.33%
84,644 $4.41 Million
Q1 2024

May 09, 2024

BUY
$52.22 - $52.82 $76,972 - $77,856
1,474 Added 1.81%
82,717 $4.34 Million
Q4 2023

Feb 01, 2024

BUY
$49.45 - $53.02 $2.62 Million - $2.81 Million
52,947 Added 187.12%
81,243 $4.29 Million
Q3 2023

Oct 30, 2023

BUY
$50.04 - $51.98 $351,330 - $364,951
7,021 Added 33.0%
28,296 $1.42 Million
Q2 2023

Aug 04, 2023

BUY
$51.29 - $52.58 $11,181 - $11,462
218 Added 1.04%
21,275 $1.1 Million
Q1 2023

May 04, 2023

BUY
$51.27 - $52.59 $3,281 - $3,365
64 Added 0.3%
21,057 $1.1 Million
Q4 2022

Feb 06, 2023

BUY
$49.62 - $51.84 $1.04 Million - $1.09 Million
20,993 New
20,993 $1.08 Million
Q1 2022

May 10, 2022

SELL
$52.91 - $56.24 $195,767 - $208,088
-3,700 Closed
0 $0
Q3 2021

Nov 04, 2021

SELL
$56.37 - $57.1 $83,596 - $84,679
-1,483 Reduced 28.61%
3,700 $209,000
Q2 2021

Aug 10, 2021

SELL
$56.16 - $56.92 $55,205 - $55,952
-983 Reduced 15.94%
5,183 $294,000
Q1 2021

May 07, 2021

SELL
$56.08 - $57.1 $16,936 - $17,244
-302 Reduced 4.67%
6,166 $347,000
Q4 2020

Feb 08, 2021

BUY
$55.86 - $56.82 $3,910 - $3,977
70 Added 1.09%
6,468 $367,000
Q3 2020

Nov 12, 2020

SELL
$55.66 - $56.64 $49,481 - $50,352
-889 Reduced 12.2%
6,398 $360,000
Q2 2020

Jul 29, 2020

BUY
$53.21 - $55.79 $138,346 - $145,054
2,600 Added 55.47%
7,287 $405,000
Q1 2020

Apr 27, 2020

SELL
$50.41 - $56.52 $90,082 - $101,001
-1,787 Reduced 27.6%
4,687 $256,000
Q4 2019

Jan 29, 2020

SELL
$54.8 - $55.57 $59,458 - $60,293
-1,085 Reduced 14.35%
6,474 $357,000
Q2 2019

Jul 22, 2019

SELL
N/A
-212 Reduced 2.73%
7,559 $415,000
Q1 2019

May 08, 2019

SELL
N/A
-773 Reduced 9.05%
7,771 $419,000
Q2 2018

Aug 03, 2018

SELL
N/A
-3,000 Reduced 25.99%
8,544 $452,000
Q1 2018

May 08, 2018

BUY
N/A
500 Added 4.53%
11,544 $609,000
Q3 2017

Oct 05, 2017

BUY
N/A
11,044
11,044 $594,000

Others Institutions Holding MUNI

About PIMCO ETF TR INTER MUN BD ACTI


  • Ticker MUNI
  • Sector ETFs
  • Industry ETFs
More about MUNI
Track This Portfolio

Track Kelman Lazarov, Inc. Portfolio

Follow Kelman Lazarov, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kelman Lazarov, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Kelman Lazarov, Inc. with notifications on news.