Capital Advisors Wealth Management, LLC Pimco Active Bond Exchange Tra Transaction History

Capital Advisors Wealth Management, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 14, 2023	SELL	$90.4 - $94.23 $35,436 - $36,938	-392 Reduced 13.93%	2,423 $224,000
Q4 2022 Feb 09, 2023	SELL	$87.0 - $92.92 $348 - $371	-4 Reduced 0.14%	2,815 $254,000
Q3 2022 Nov 14, 2022	SELL	$89.53 - $97.51 $88,903 - $96,827	-993 Reduced 26.05%	2,819 $253,000
Q2 2022 Aug 04, 2022	SELL	$93.11 - $101.59 $3.07 Million - $3.35 Million	-32,994 Reduced 89.64%	3,812 $363,000
Q1 2022 May 09, 2022	SELL	$100.7 - $108.94 $6.46 Million - $6.99 Million	-64,181 Reduced 63.55%	36,806 $3.75 Million
Q4 2021 Feb 04, 2022	SELL	$108.95 - $110.71 $7.67 Million - $7.79 Million	-70,363 Reduced 41.06%	100,987 $11 Million
Q3 2021 Nov 12, 2021	BUY	$110.45 - $112.09 $966,879 - $981,235	8,754 Added 5.38%	171,350 $18.9 Million
Q2 2021 Aug 13, 2021	BUY	$109.57 - $110.96 $2.52 Million - $2.55 Million	22,983 Added 16.46%	162,596 $18 Million
Q1 2021 Apr 20, 2021	BUY	$109.13 - $113.04 $15.2 Million - $15.8 Million	139,613 New	139,613 $15.3 Million

422

35.6M

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