CWP
PCQ
Core Wealth Partners’s Pimco California Municipal Income Fund PCQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Hold |
34,695
| – | – | 0.15% | 122 |
|
|
2025
Q1 | $307K | Hold |
34,695
| – | – | 0.18% | 116 |
|
|
2024
Q4 | $314K | Hold |
34,695
| – | – | 0.18% | 120 |
|
|
2024
Q3 | $346K | Hold |
34,695
| – | – | 0.21% | 104 |
|
|
2024
Q2 | $327K | Hold |
34,695
| – | – | 0.22% | 93 |
|
|
2024
Q1 | $325K | Hold |
34,695
| – | – | 0.25% | 82 |
|
|
2023
Q4 | $323K | Hold |
34,695
| – | – | 0.27% | 78 |
|
|
2023
Q3 | $289K | Hold |
34,695
| – | – | 0.26% | 78 |
|
|
2023
Q2 | $340K | Hold |
34,695
| – | – | 0.31% | 68 |
|
|
2023
Q1 | $350K | Buy |
+34,695
| New | +$350K | 0.35% | 63 |
|