Milestone Investment Advisors LLC Pimco Equity Ser Rafi Esg U S Transaction History

Milestone Investment Advisors LLC

  • $371 Million
  • Q2 2024

A detailed history of Milestone Investment Advisors LLC transactions in Pimco Equity Ser Rafi Esg U S stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 6,037 shares of RAFE stock, worth $216,003. This represents 0.06% of its overall portfolio holdings.

Number of Shares
6,037
Previous 8,571 29.56%
Holding current value
$216,003
Previous $304,000 30.26%
% of portfolio
0.06%
Previous 0.08%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
SELL
$33.21 - $35.48 $84,154 - $89,906
-2,534 Reduced 29.56%
6,037 $212,000
Q4 2023

Feb 09, 2024
BUY
$27.87 - $32.76 $1,783 - $2,096
64 Added 0.75%
8,571 $278,000
Q3 2023

Nov 08, 2023
BUY
$28.92 - $31.2 $24,957 - $26,925
863 Added 11.29%
8,507 $247,000
Q2 2023

Aug 02, 2023
SELL
$28.25 - $30.41 $218,033 - $234,704
-7,718 Reduced 50.24%
7,644 $232,000
Q1 2023

May 16, 2023
BUY
$27.33 - $29.92 $5,466 - $5,984
200 Added 1.32%
15,362 $443,000
Q4 2022

Mar 15, 2023
BUY
$25.25 - $29.66 $382,840 - $449,704
15,162 New
15,162 $423 Million

Others Institutions Holding RAFE

# of Institutions
23
Shares Held
754K
Call Options Held
0
Put Options Held
0
View Full List

About PIMCO EQUITY SER RAFI ESG U S

RAFE Quotes by TradingView
  • Ticker RAFE
  • Sector ETFs
  • Industry ETFs
More about RAFE
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