B. Riley Wealth Advisors’s PIMCO Dynamic Credit and Mortgage Income Fund PCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $428K | Buy |
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|
2021
Q2 | $426K | Buy |
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|
2021
Q1 | $405K | Buy |
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|
2020
Q4 | $248K | Sell |
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|
2020
Q3 | $457K | Buy |
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|
2020
Q2 | $418K | Buy |
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|
2020
Q1 | $371K | Sell |
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|
2019
Q4 | $567K | Sell |
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|
2019
Q3 | $583K | Buy |
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|
2019
Q2 | $439K | Buy |
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|
2019
Q1 | $430K | Sell |
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|
2018
Q4 | $1.39M | Buy |
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|
2018
Q3 | $1.06M | Buy |
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|
2018
Q2 | $988K | Sell |
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|
2018
Q1 | $1.03M | Sell |
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|
2017
Q4 | $1.43M | Buy |
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|
2017
Q3 | $1.23M | Buy |
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|
2017
Q2 | $974K | Sell |
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|
2017
Q1 | $977K | Sell |
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|
2016
Q4 | $966K | Buy |
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|
2016
Q3 | $350K | Buy |
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|
2016
Q2 | $104K | Buy |
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|
2016
Q1 | $64K | Sell |
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|
2015
Q4 | $502K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $7.05K | Sell |
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|
2014
Q3 | $1.11M | Sell |
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|
2014
Q2 | $3M | Buy |
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|
2014
Q1 | $2.87M | Sell |
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|
2013
Q4 | $3.06M | Buy |
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|
2013
Q3 | $2.97M | Sell |
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|
2013
Q2 | $7.24M | Buy |
|