Creative Planning’s Pimco California Municipal Income Fund II PCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $101K | Buy |
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|
2024
Q2 | $93.2K | Buy |
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|
2021
Q2 | – | Sell |
|
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|
2021
Q1 | $99K | Hold |
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|
2020
Q4 | $99K | Sell |
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|
2020
Q3 | $102K | Hold |
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|
2020
Q2 | $97K | Hold |
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|
2020
Q1 | $92K | Hold |
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|
2019
Q4 | $109K | Hold |
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|
2019
Q3 | $107K | Hold |
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|
2019
Q2 | $106K | Sell |
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|
2019
Q1 | $99K | Hold |
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|
2018
Q4 | $86K | Buy |
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|
2018
Q3 | $92K | Hold |
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|
2018
Q2 | $91K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $384K | Buy |
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|
2017
Q2 | $110K | Hold |
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|
2017
Q1 | $106K | Buy |
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|
2016
Q4 | $96K | Sell |
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|
2016
Q3 | $116K | Buy |
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|
2016
Q2 | $104K | Buy |
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|
2016
Q1 | $85K | Hold |
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|
2015
Q4 | $79K | Hold |
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|
2015
Q3 | $76K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $78K | Hold |
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|
2014
Q4 | $75K | Hold |
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|
2014
Q3 | $73K | Sell |
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|
2014
Q2 | $78K | Buy |
|
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|
2014
Q1 | $32K | Hold |
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|
2013
Q4 | $29K | Hold |
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|
2013
Q3 | $30K | Sell |
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|
2013
Q2 | $48K | Buy |
|