Roger Wittlin Investment Advisory, LLC PIMCO ETF TR Transaction History

Roger Wittlin Investment Advisory, LLC

  • $178 Million
  • Q3 2025
Number of Shares
59,283
Previous 71,038 16.55%
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

Oct 27, 2025
SELL
N/A
-11,755 Reduced 16.55%
59,283 $0
Q2 2025

Jul 15, 2025
SELL
N/A
-10,248 Reduced 12.61%
71,038 $0
Q1 2025

May 01, 2025
BUY
N/A
5,857 Added 7.76%
81,286 $0
Q4 2024

Feb 12, 2025
SELL
N/A
-17,801 Reduced 19.09%
75,429 $0
Q3 2024

Nov 08, 2024
BUY
N/A
16,246 Added 21.1%
93,230 $0
Q2 2024

Jul 25, 2024
BUY
N/A
48,507 Added 170.34%
76,984 $0
Q1 2024

May 02, 2024
BUY
N/A
28,477 New
28,477 $0
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