Founders Financial Alliance’s PIMCO High Income Fund PHK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334K | Sell |
69,519
-2,388
| -3% | -$11.5K | 0.08% | 236 |
|
|
2025
Q1 | $352K | Buy |
71,907
+7,020
| +11% | +$34.3K | 0.09% | 225 |
|
|
2024
Q4 | $315K | Buy |
64,887
+2,362
| +4% | +$11.5K | 0.09% | 212 |
|
|
2024
Q3 | $313K | Buy |
62,525
+10,434
| +20% | +$52.2K | 0.09% | 212 |
|
|
2024
Q2 | $251K | Buy |
52,091
+14,306
| +38% | +$69K | 0.07% | 234 |
|
|
2024
Q1 | $187K | Sell |
37,785
-16,474
| -30% | -$81.4K | 0.06% | 270 |
|
|
2023
Q4 | $271K | Buy |
54,259
+32,803
| +153% | +$164K | 0.11% | 196 |
|
|
2023
Q3 | $94.8K | Buy |
+21,456
| New | +$94.8K | 0.04% | 273 |
|