B. Riley Wealth Advisors’s PIMCO High Income Fund PHK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $74.8K | Buy |
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|
2025
Q2 | $71.7K | Buy |
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|
2024
Q4 | $67.6K | Buy |
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|
2024
Q3 | $69.5K | Buy |
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|
2024
Q2 | $66.7K | Sell |
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|
2024
Q1 | $71.8K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $71.8K | Buy |
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|
2023
Q2 | $81K | Sell |
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|
2023
Q1 | $83.9K | Sell |
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|
2022
Q4 | $119K | Buy |
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|
2022
Q3 | $91K | Buy |
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|
2022
Q2 | $100K | Buy |
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|
2022
Q1 | $63K | Buy |
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|
2021
Q4 | $65K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $70K | Sell |
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|
2020
Q4 | $64K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $94K | Sell |
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|
2018
Q3 | $100K | Buy |
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|
2018
Q2 | $100K | Sell |
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|
2018
Q1 | $91K | Sell |
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|
2017
Q4 | $103K | Sell |
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|
2017
Q3 | $116K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $118K | Buy |
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|
2016
Q2 | $106K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $54 | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $133K | Sell |
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|
2014
Q1 | $218K | Sell |
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|
2013
Q4 | $325K | Sell |
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|
2013
Q3 | $438K | Sell |
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|
2013
Q2 | $541K | Buy |
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