Bogart Wealth LLC’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 | $23K | Hold |
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|
2021
Q2 | $25K | Hold |
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|
2021
Q1 | $25K | Sell |
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|
2020
Q4 | $25K | Buy |
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|
2020
Q3 | $14K | Hold |
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|
2020
Q2 | $13K | Hold |
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|
2020
Q1 | $12K | Sell |
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|
2019
Q4 | $44K | Hold |
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|
2019
Q3 | $42K | Buy |
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|
2019
Q2 | $32K | Hold |
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|
2019
Q1 | $32K | Hold |
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|
2018
Q4 | $28K | Sell |
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|
2018
Q3 | $123K | Sell |
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|
2018
Q2 | $136K | Sell |
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|
2018
Q1 | $145K | Hold |
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|
2017
Q4 | $140K | Sell |
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|
2017
Q3 | $150K | Buy |
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