Hb Wealth Management, LLC Pimco Active Bond Exchange Tra Transaction History

Hb Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 13, 2023	BUY	$87.73 - $91.9 $1,842 - $1,929	21 Added 0.78%	2,723 $239,000
Q2 2023 Jul 13, 2023	SELL	$90.82 - $93.46 $77,197 - $79,441	-850 Reduced 23.93%	2,702 $247,000
Q1 2023 Apr 13, 2023	BUY	$90.4 - $94.23 $1,717 - $1,790	19 Added 0.54%	3,552 $329,000
Q4 2022 Jan 20, 2023	BUY	$87.0 - $92.92 $1,566 - $1,672	18 Added 0.51%	3,533 $0
Q3 2022 Oct 19, 2022	SELL	$89.53 - $97.51 $50,853 - $55,385	-568 Reduced 13.91%	3,515 $315,000
Q2 2022 Jul 15, 2022	BUY	$93.11 - $101.59 $1,396 - $1,523	15 Added 0.37%	4,083 $389,000
Q1 2022 May 16, 2022	BUY	$100.7 - $108.94 $409,647 - $443,167	4,068 New	4,068 $414,000

422

35.6M

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