Atlas Private Wealth Advisors’s PIMCO Dynamic Credit and Mortgage Income Fund PCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-500
| Closed | -$11K | – | 780 |
|
|
2021
Q3 | $11K | Hold |
500
| – | – | 0.01% | 457 |
|
|
2021
Q2 | $11K | Hold |
500
| – | – | 0.01% | 461 |
|
|
2021
Q1 | $11K | Hold |
500
| – | – | 0.01% | 494 |
|
|
2020
Q4 | $11K | Hold |
500
| – | – | 0.01% | 418 |
|
|
2020
Q3 | $10K | Sell |
500
-1,000
| -67% | -$20K | 0.01% | 396 |
|
|
2020
Q2 | $28K | Buy |
+1,500
| New | +$28K | 0.02% | 279 |
|