Richard W. Paul & Associates, LLC PIMCO ETF TR Transaction History

Richard W. Paul & Associates, LLC

  • $278 Billion
  • Q3 2024
Number of Shares
48
Previous 74 35.14%
Holding current value
$4.9 Million
Previous $7.45 Million 34.23%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
SELL
N/A
-26 Reduced 35.14%
48 $4.9 Million
Q2 2024

Jul 23, 2024
BUY
N/A
9 Added 13.85%
74 $7.45 Million
Q1 2024

May 14, 2024
BUY
N/A
1 Added 1.56%
65 $6.56 Million
Q4 2023

Jan 23, 2024
BUY
N/A
64 New
64 $6.45 Million
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