AWA
PFN
Amplius Wealth Advisors’s PIMCO Income Strategy Fund II PFN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $81.3K | Hold |
11,000
| – | – | 0.01% | 200 |
|
|
2025
Q1 | $82.9K | Hold |
11,000
| – | – | 0.01% | 183 |
|
|
2024
Q4 | $82K | Hold |
11,000
| – | – | 0.01% | 177 |
|
|
2024
Q3 | $83.8K | Hold |
11,000
| – | – | 0.01% | 174 |
|
|
2024
Q2 | $78.9K | Hold |
11,000
| – | – | 0.01% | 167 |
|
|
2024
Q1 | $82.1K | Hold |
11,000
| – | – | 0.01% | 177 |
|
|
2023
Q4 | $79.5K | Hold |
11,000
| – | – | 0.01% | 171 |
|
|
2023
Q3 | $72.5K | Hold |
11,000
| – | – | 0.01% | 161 |
|
|
2023
Q2 | $79.3K | Hold |
11,000
| – | – | 0.01% | 164 |
|
|
2023
Q1 | $78.9K | Hold |
11,000
| – | – | 0.01% | 162 |
|
|
2022
Q4 | $77.8K | Hold |
11,000
| – | – | 0.01% | 160 |
|
|
2022
Q3 | $76K | Buy |
+11,000
| New | +$76K | 0.01% | 157 |
|