B. Riley Wealth Advisors’s PIMCO Municipal Income Fund III PMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $235K | Buy |
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|
2024
Q4 | $303K | Hold |
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|
2024
Q3 | $340K | Hold |
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|
2024
Q2 | $325K | Buy |
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|
2024
Q1 | $224K | Hold |
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|
2023
Q4 | $255K | Hold |
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|
2023
Q3 | $224K | Buy |
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|
2023
Q2 | $201K | Buy |
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|
2023
Q1 | $142K | Hold |
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|
2022
Q4 | $149K | Sell |
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|
2022
Q3 | $132K | Buy |
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|
2022
Q2 | $158K | Buy |
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|
2022
Q1 | $178K | Buy |
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|
2021
Q4 | $218K | Buy |
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|
2021
Q3 | $164K | Buy |
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|
2021
Q2 | $171K | Buy |
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|
2021
Q1 | $161K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $4 | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $4.44K | Buy |
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