Legacy Financial Strategies, LLC Pimco Active Bond Exchange Tra Transaction History

Legacy Financial Strategies, LLC

$384 Million
Q1 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 09, 2022	SELL	N/A	-3,468 Closed	0 $0
Q1 2022 May 06, 2022	SELL	N/A	-329 Reduced 8.66%	3,468 $353,000
Q4 2021 Jan 31, 2022	BUY	N/A	218 Added 6.09%	3,797 $415,000
Q3 2021 Nov 15, 2021	BUY	N/A	57 Added 1.62%	3,579 $396,000
Q2 2021 Aug 02, 2021	SELL	N/A	-223 Reduced 5.95%	3,522 $391,000

Q1 2021 May 07, 2021	BUY	N/A	359 Added 10.6%	3,745 $410,000
Q4 2020 Feb 04, 2021	SELL	N/A	-149 Reduced 4.21%	3,386 $383,000
Q3 2020 Nov 03, 2020	BUY	N/A	146 Added 4.31%	3,535 $397,000
Q2 2020 Aug 14, 2020	SELL	N/A	-300 Reduced 8.13%	3,389 $378,000
Q1 2020 May 04, 2020	SELL	N/A	-264 Reduced 6.68%	3,689 $392,000
Q4 2019 Jan 27, 2020	SELL	N/A	-795 Reduced 16.74%	3,953 $426,000
Q3 2019 Nov 01, 2019	BUY	N/A	4,748 New	4,748 $513,000

Others Institutions Holding BOND

# of Institutions

418

Shares Held

33.9M

Call Options Held

0

Put Options Held

2.3K

About PIMCO ACTIVE BOND EXCHANGE TRA

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