Creative Planning’s PIMCO California Municipal Income Fund III PZC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $54K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $25K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $71K | Sell |
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|
2014
Q4 | $75K | Buy |
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|
2014
Q3 | $68K | Hold |
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|
2014
Q2 | $69K | Hold |
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|
2014
Q1 | $65K | Hold |
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|
2013
Q4 | $60K | Sell |
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|
2013
Q3 | $576K | Buy |
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|
2013
Q2 | $524K | Buy |
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