Arkadios Wealth Advisors’s PIMCO Dynamic Credit and Mortgage Income Fund PCI Stock Holding History

Arkadios Wealth Advisors’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	-10,072	Closed	-$212K	–	1949
2021 Q3	$212K	Sell	10,072 -5,872	-37%	-$129K	0.03%	493
2021 Q2	$356K	Buy	15,944 +3,071	+24%	+$69.3K	0.04%	408
2021 Q1	$286K	Buy	12,873 +4,049	+46%	+$87.8K	0.05%	350
2020 Q4	$187K	Buy	+8,824	New	+$177K	0.04%	338
2020 Q2	–	Sell	-2,030	Closed	-$34.1K	–	1189
2020 Q1	$34.1K	Hold	2,030	–	–	0.02%	393
2019 Q4	$51.4K	Buy	+2,030	New	+$51K	0.03%	308

Arkadios Wealth Advisors's PCI Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of PIMCO Dynamic Credit and Mortgage Income Fund (PCI) in Q4 2021, closing a stake of 10,072 shares — an estimated $212K sold.

Arkadios Wealth Advisors first reported a position in PCI in Q4 2019 and held it in 6 quarters. The position peaked at $356K in Q2 2021. 0 funds tracked by Wall St. Rank hold PCI as of Q4 2021.

Arkadios Wealth Advisors reported no remaining PIMCO Dynamic Credit and Mortgage Income Fund position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 10,072 PIMCO Dynamic Credit and Mortgage Income Fund shares in Q4 2021, an estimated $212K.
Arkadios Wealth Advisors first reported a position in PIMCO Dynamic Credit and Mortgage Income Fund in Q4 2019 and held it in 6 quarters.
Arkadios Wealth Advisors's PIMCO Dynamic Credit and Mortgage Income Fund position peaked at $356K in Q2 2021.
0 funds tracked by Wall St. Rank held PIMCO Dynamic Credit and Mortgage Income Fund as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.