MorganRosel Wealth Management, LLC BOND Holdings History
MorganRosel Wealth Management, LLC's PIMCO Active Bond ETF Holding Summary
As of 2025-03-31, MorganRosel Wealth Management, LLC held 97,903.00 shares of PIMCO Active Bond ETF(BOND), totaling $9.05 Mil. This investment constitutes 2.75% of their stock portfolio, and MorganRosel Wealth Management, LLC now holds 0.17% of the outstanding PIMCO Active Bond ETF(BOND) stock.
The initial trade took place in 2021Q1. And since then MorganRosel Wealth Management, LLC has made 13 purchases of BOND, at an average price of $91.38, for a total of 98,330.00 shares. In addition, there have been 4 sales at an average price of $94.79 for 427.00 shares. Based on historical transaction data and BOND's current price of $91.19, MorganRosel Wealth Management, LLC's estimated gain on his BOND holdings is $-16,767.26, reflecting a -0.19% gain to date.
MorganRosel Wealth Management, LLC BOND ($91.19) Holding Chart
MorganRosel Wealth Management, LLC 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
