Carson Wealth (CWM LLC)’s PIMCO Income Strategy Fund II PFN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $223K | Hold |
|
|||||
|
2025
Q2 | $217K | Hold |
|
|||||
|
2025
Q1 | $221K | Sell |
|
|||||
|
2024
Q4 | $233K | Buy |
|
|||||
|
2024
Q3 | $8K | Hold |
|
|||||
|
2024
Q2 | $7K | Hold |
|
|||||
|
2024
Q1 | $7K | Hold |
|
|||||
|
2023
Q4 | $7K | Sell |
|
|||||
|
2023
Q3 | $7K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $11K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $44K | Buy |
|