Weatherly Asset Management L. P. Pimco ETF Tr Sht Term Mun Bd A Transaction History

Weatherly Asset Management L. P.

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 01, 2024	BUY	$48.75 - $50.14 $20,231 - $20,808	415 Added 9.22%	4,915 $245,000
Q3 2023 Oct 10, 2023	BUY	$48.95 - $49.66 $220,275 - $223,469	4,500 New	4,500 $220,000
Q2 2022 Jul 18, 2022	SELL	$49.13 - $49.94 $413,920 - $420,744	-8,425 Closed	0 $0
Q4 2021 Jan 28, 2022	BUY	$51.2 - $51.31 $431,360 - $432,286	8,425 New	8,425 $432,000

156

9.28M

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