DWM
PYN
Dopkins Wealth Management’s PIMCO New York Municipal Income Fund III PYN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $86.9K | Hold |
16,575
| – | – | 0.04% | 81 |
|
|
2025
Q1 | $93.5K | Hold |
16,575
| – | – | 0.05% | 83 |
|
|
2024
Q4 | $94K | Hold |
16,575
| – | – | 0.05% | 86 |
|
|
2024
Q3 | $104K | Hold |
16,575
| – | – | 0.08% | 66 |
|
|
2024
Q2 | $97.8K | Hold |
16,575
| – | – | 0.06% | 81 |
|
|
2024
Q1 | $97.3K | Hold |
16,575
| – | – | 0.06% | 83 |
|
|
2023
Q4 | $98.8K | Hold |
16,575
| – | – | 0.08% | 45 |
|
|
2023
Q3 | $88K | Hold |
16,575
| – | – | 0.07% | 55 |
|
|
2023
Q2 | $104K | Hold |
16,575
| – | – | 0.09% | 40 |
|
|
2023
Q1 | $107K | Hold |
16,575
| – | – | 0.1% | 39 |
|
|
2022
Q4 | $113K | Hold |
16,575
| – | – | 0.1% | 42 |
|
|
2022
Q3 | $114K | Hold |
16,575
| – | – | 0.13% | 40 |
|
|
2022
Q2 | $130K | Hold |
16,575
| – | – | 0.14% | 37 |
|
|
2022
Q1 | $143K | Hold |
16,575
| – | – | 0.16% | 37 |
|
|
2021
Q4 | $154K | Buy |
+16,575
| New | +$154K | 0.15% | 38 |
|