Financial Advocates Investment Management’s PCM Fund PCM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $438K | Sell |
69,242
-150,486
| -68% | -$953K | 0.04% | 389 |
|
|
2025
Q1 | $1.42M | Buy |
219,728
+3,908
| +2% | +$25.2K | 0.1% | 215 |
|
|
2024
Q4 | $1.66M | Buy |
215,820
+20,950
| +11% | +$161K | 0.09% | 203 |
|
|
2024
Q3 | $1.56M | Buy |
194,870
+13,973
| +8% | +$112K | 0.09% | 219 |
|
|
2024
Q2 | $1.34M | Buy |
180,897
+5,972
| +3% | +$44.3K | 0.08% | 228 |
|
|
2024
Q1 | $1.45M | Buy |
174,925
+22,372
| +15% | +$185K | 0.08% | 236 |
|
|
2023
Q4 | $1.21M | Buy |
152,553
+25,109
| +20% | +$200K | 0.08% | 248 |
|
|
2023
Q3 | $1.13M | Buy |
127,444
+11,187
| +10% | +$99.6K | 0.08% | 246 |
|
|
2023
Q2 | $1.12M | Buy |
116,257
+7,005
| +6% | +$67.5K | 0.08% | 250 |
|
|
2023
Q1 | $920K | Buy |
109,252
+44,867
| +70% | +$378K | 0.07% | 300 |
|
|
2022
Q4 | $507K | Buy |
64,385
+14,292
| +29% | +$112K | 0.04% | 442 |
|
|
2022
Q3 | $400K | Buy |
50,093
+11,674
| +30% | +$93.2K | 0.03% | 465 |
|
|
2022
Q2 | $355K | Buy |
38,419
+15,578
| +68% | +$144K | 0.03% | 470 |
|
|
2022
Q1 | $233K | Buy |
+22,841
| New | +$233K | 0.02% | 647 |
|