FMWA
PCI
Forvis Mazars Wealth Advisors’s PIMCO Dynamic Credit and Mortgage Income Fund PCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-14,000
| Closed | -$258K | – | 335 |
|
|
2020
Q2 | $258K | Buy |
+14,000
| New | +$258K | 0.02% | 266 |
|
|
2018
Q3 | – | Sell |
-14,496
| Closed | -$342K | – | 251 |
|
|
2018
Q2 | $342K | Hold |
14,496
| – | – | 0.03% | 184 |
|
|
2018
Q1 | $332K | Sell |
14,496
-3,000
| -17% | -$68.7K | 0.03% | 186 |
|
|
2017
Q4 | $393K | Buy |
+17,496
| New | +$393K | 0.04% | 175 |
|