Summit Investment Advisory Services, LLC Pimco Active Bond Exchange Tra Transaction History

Summit Investment Advisory Services, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 18, 2024	SELL	$90.6 - $92.67 $101,653 - $103,975	-1,122 Reduced 21.19%	4,174 $383 Million
Q4 2023 Jan 18, 2024	SELL	$85.36 - $93.18 $5,719 - $6,243	-67 Reduced 1.25%	5,296 $490 Million
Q3 2023 Oct 10, 2023	BUY	$87.73 - $91.9 $23,160 - $24,261	264 Added 5.18%	5,363 $471 Million
Q2 2023 Jul 26, 2023	SELL	$90.82 - $93.46 $11,897 - $12,243	-131 Reduced 2.5%	5,099 $467 Million
Q1 2023 Apr 17, 2023	SELL	$90.4 - $94.23 $26,668 - $27,797	-295 Reduced 5.34%	5,230 $485 Million
Q4 2022 Feb 02, 2023	BUY	$87.0 - $92.92 $480,675 - $513,383	5,525 New	5,525 $500 Million

422

35.6M

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