Concert Wealth Management’s PIMCO High Income Fund PHK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
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|
2017
Q2 | $187K | Sell |
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|
2017
Q1 | $210K | Hold |
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|
2016
Q4 | $210K | Sell |
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|
2016
Q3 | $252K | Sell |
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|
2016
Q2 | $259K | Sell |
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|
2016
Q1 | $238K | Sell |
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|
2015
Q4 | $222K | Hold |
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|
2015
Q3 | $198K | Hold |
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|
2015
Q2 | $274K | Sell |
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|
2015
Q1 | $2K | Sell |
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|
2014
Q4 | $319K | Sell |
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|
2014
Q3 | $361K | Sell |
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|
2014
Q2 | $414K | Buy |
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|
2014
Q1 | $369K | Hold |
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|
2013
Q4 | $339K | Buy |
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