Blue Zone Wealth Advisors, LLC Pimco Active Bond Exchange Tra Transaction History

Blue Zone Wealth Advisors, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Oct 23, 2020	SELL	$111.39 - $113.1 $817,602 - $830,154	-7,340 Closed	0 $0
Q2 2020 Jul 20, 2020	SELL	$106.13 - $111.67 $120,457 - $126,745	-1,135 Reduced 13.39%	7,340 $819,000
Q1 2020 Apr 29, 2020	BUY	$100.87 - $113.18 $99,861 - $112,048	990 Added 13.23%	8,475 $900,000
Q4 2019 Feb 13, 2020	BUY	$107.53 - $109.14 $804,862 - $816,912	7,485 New	7,485 $807,000

423

35.6M

Get notified when there are updates to the investment portfolio of Blue Zone Wealth Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on Blue Zone Wealth Advisors, LLC with notifications on news.