Edge Wealth Management’s PIMCO Dynamic Credit and Mortgage Income Fund PCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $468K | Buy |
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|
2021
Q2 | $483K | Buy |
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|
2021
Q1 | $138K | Buy |
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|
2020
Q4 | $79K | Hold |
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|
2020
Q3 | $75K | Sell |
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|
2020
Q2 | $92K | Sell |
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|
2020
Q1 | $593K | Buy |
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|
2019
Q4 | $649K | Sell |
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|
2019
Q3 | $1.88M | Buy |
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|
2019
Q2 | $1.83M | Buy |
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|
2019
Q1 | $1.76M | Sell |
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|
2018
Q4 | $1.7M | Buy |
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|
2018
Q3 | $43K | Sell |
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|
2018
Q2 | $47K | Hold |
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|
2018
Q1 | $46K | Hold |
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|
2017
Q4 | $44K | Hold |
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|
2017
Q3 | $46K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $2.76M | Sell |
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|
2016
Q4 | $3.23M | Sell |
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|
2016
Q3 | $2.97M | Sell |
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|
2016
Q2 | $3.17M | Buy |
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|
2016
Q1 | $2.62M | Sell |
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|
2015
Q4 | $5.3M | Buy |
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|
2015
Q3 | $257K | Buy |
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