Creative Planning’s Pimco California Municipal Income Fund PCQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $104K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $98.9K | Sell |
|
|||||
|
2023
Q3 | $140K | Hold |
|
|||||
|
2023
Q2 | $164K | Sell |
|
|||||
|
2023
Q1 | $201K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $77K | Buy |
|
|||||
|
2017
Q1 | $41K | Hold |
|
|||||
|
2016
Q4 | $40K | Hold |
|
|||||
|
2016
Q3 | $42K | Buy |
|
|||||
|
2016
Q2 | $18K | Hold |
|
|||||
|
2016
Q1 | $18K | Sell |
|
|||||
|
2015
Q4 | $33K | Buy |
|
|||||
|
2015
Q3 | $16K | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $17K | Hold |
|
|||||
|
2014
Q4 | $17K | Hold |
|
|||||
|
2014
Q3 | $15K | Hold |
|
|||||
|
2014
Q2 | $15K | Hold |
|
|||||
|
2014
Q1 | $15K | Hold |
|
|||||
|
2013
Q4 | $14K | Sell |
|
|||||
|
2013
Q3 | $875K | Buy |
|
|||||
|
2013
Q2 | $664K | Buy |
|