Heirloom Wealth Management PIMCO ETF TR Transaction History

Heirloom Wealth Management

  • $392 Million
  • Q3 2025
Number of Shares
2,591
Previous 4,073 36.39%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
SELL
N/A
-1,482 Reduced 36.39%
2,591 $0
Q2 2025

Jul 31, 2025
BUY
N/A
1,531 Added 60.23%
4,073 $0
Q1 2025

Apr 24, 2025
SELL
N/A
-48 Reduced 1.85%
2,542 $0
Q4 2024

Jan 22, 2025
BUY
N/A
1 Added 0.04%
2,590 $0
Q2 2024

Jul 31, 2024
SELL
N/A
-20,400 Reduced 88.74%
2,589 $0
Q1 2024

Apr 24, 2024
BUY
N/A
20,861 Added 980.31%
22,989 $0
Q4 2023

Jan 31, 2024
BUY
N/A
2,128 New
2,128 $0
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