B. Riley Wealth Management’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 | $1.51M | Buy |
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|
2021
Q2 | $1.49M | Sell |
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|
2021
Q1 | $1.52M | Buy |
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|
2020
Q4 | $1.4M | Buy |
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|
2020
Q3 | $949K | Buy |
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|
2020
Q2 | $397K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.95M | Buy |
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|
2019
Q3 | $1.88M | Buy |
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|
2019
Q2 | $1.45K | Buy |
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|
2019
Q1 | $1.36M | Buy |
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|
2018
Q4 | $1M | Buy |
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|
2018
Q3 | $1.12M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $6K | Hold |
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|
2015
Q1 | $6K | Hold |
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|
2014
Q4 | $6K | Hold |
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|
2014
Q3 | $6K | Hold |
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|
2014
Q2 | $7K | Sell |
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|
2014
Q1 | $11K | Buy |
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