AWM
PHK

AE Wealth Management’s PIMCO High Income Fund PHK Stock Holding History

AE Wealth Management’s Portfolio PHK Stock Details PHK Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$139K Buy
2022
Q4 		– Sell
2022
Q3 		$62K Sell
2022
Q2 		$71K Sell
2022
Q1 		$85K Sell
2021
Q4 		$137K Sell
2021
Q3 		$143K Sell
2021
Q2 		$156K Buy
2021
Q1 		$153K Buy
2020
Q4 		$85K Buy