Geneos 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 | $53K | Hold |
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|
2021
Q2 | $55K | Hold |
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|
2021
Q1 | $57K | Hold |
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|
2020
Q4 | $55K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $11K | Sell |
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|
2020
Q1 | $10K | Hold |
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|
2019
Q4 | $15K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $148K | Hold |
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|
2017
Q2 | $144K | Buy |
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|
2017
Q1 | $110K | Hold |
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|
2016
Q4 | $104K | Buy |
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|
2016
Q3 | $97K | Buy |
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|
2016
Q2 | $86K | Buy |
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|
2016
Q1 | $75K | Buy |
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