Beta Wealth Group, Inc. Pimco ETF Tr 1 5 Yr High Yield Transaction History

Beta Wealth Group, Inc.

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	BUY	$88.33 - $94.23 $13,956 - $14,888	158 Added 2.5%	6,467 $601,000
Q3 2023 Nov 13, 2023	BUY	$89.89 - $91.65 $23,820 - $24,287	265 Added 4.38%	6,309 $569,000
Q2 2023 Aug 11, 2023	BUY	$89.5 - $91.19 $540,938 - $551,152	6,044 New	6,044 $551,000

237

10M

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