Lee Financial Group Hawaii, Inc. BOND Holdings History
Lee Financial Group Hawaii, Inc.'s PIMCO Active Bond ETF Holding Summary
As of 2024-03-31, Lee Financial Group Hawaii, Inc. held 65,575.00 shares of PIMCO Active Bond ETF(BOND), totaling $6.02 Mil. This investment constitutes 4.71% of their stock portfolio, and Lee Financial Group Hawaii, Inc. now holds -% of the outstanding PIMCO Active Bond ETF(BOND) stock.
The initial trade took place in 2021Q2. And since then Lee Financial Group Hawaii, Inc. has made 5 purchases of BOND, at an average price of $109.89, for a total of 184,626.00 shares. In addition, there have been 7 sales at an average price of $97.19 for 119,051.00 shares. Based on historical transaction data and BOND's current price of $91.19, Lee Financial Group Hawaii, Inc.'s estimated gain on his BOND holdings is $-2.74 Mil, reflecting a -13.49% gain to date.
Lee Financial Group Hawaii, Inc. BOND ($91.19) Holding Chart
Lee Financial Group Hawaii, Inc. BOND ($91.19) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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