AWM
PCI

AE Wealth Management’s PIMCO Dynamic Credit and Mortgage Income Fund PCI Stock Holding History

AE Wealth Management’s Portfolio PCI Stock Details PCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
2021
Q3 		$281K Sell
2021
Q2 		$318K Sell
2021
Q1 		$470K Sell
2020
Q4 		$531K Sell
2020
Q3 		$626K Sell
2020
Q2 		$1.8M Buy
2020
Q1 		$1.29M Buy
2019
Q4 		$416K Buy
2019
Q3 		$308K Buy
2019
Q2 		$246K Buy