CPWM
PCN

Cypress Point Wealth Management’s PIMCO Corporate & Income Strategy Fund PCN Stock Holding History

Cypress Point Wealth Management’s Portfolio PCN Stock Details PCN Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-11,169
Closed -$209K – 200
2021
Q2 		$209K Buy
11,169
+1,800
+19% +$33.7K 0.15% 30
2021
Q1 		$162K Hold
9,369
– – 0.17% 26
2020
Q4 		$162K Buy
+9,369
New +$162K 0.25% 88