BWG
PZC

Beta Wealth Group’s PIMCO California Municipal Income Fund III PZC Stock Holding History

Beta Wealth Group’s Portfolio PZC Stock Details PZC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-20,604
Closed -$142K – 118
2024
Q4 		$142K Buy
+20,604
New +$142K 0.06% 106