Foundations Investment Advisors’s PCM Fund PCM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-12,372
| Closed | -$91.8K | – | 847 |
|
|
2024
Q2 | $91.8K | Sell |
12,372
-375,316
| -97% | -$2.78M | ﹤0.01% | 736 |
|
|
2024
Q1 | $3.21M | Buy |
387,688
+23,056
| +6% | +$191K | 0.08% | 189 |
|
|
2023
Q4 | $2.94M | Buy |
364,632
+55,772
| +18% | +$450K | 0.08% | 187 |
|
|
2023
Q3 | $2.75M | Buy |
308,860
+42,088
| +16% | +$375K | 0.08% | 186 |
|
|
2023
Q2 | $2.57M | Buy |
+266,772
| New | +$2.57M | 0.09% | 158 |
|