Dopkins Wealth Management’s PIMCO New York Municipal Income Fund II PNI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $199K | Buy |
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|
2025
Q2 | $105K | Hold |
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|
2025
Q1 | $110K | Hold |
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|
2024
Q4 | $112K | Hold |
|
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|
2024
Q3 | $123K | Hold |
|
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|
2024
Q2 | $115K | Hold |
|
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|
2024
Q1 | $116K | Hold |
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|
2023
Q4 | $118K | Hold |
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|
2023
Q3 | $100K | Hold |
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|
2023
Q2 | $118K | Hold |
|
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|
2023
Q1 | $120K | Hold |
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|
2022
Q4 | $124K | Hold |
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|
2022
Q3 | $122K | Hold |
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|
2022
Q2 | $136K | Hold |
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|
2022
Q1 | $148K | Hold |
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|
2021
Q4 | $177K | Buy |
|