Gerber Kawasaki Wealth & Investment Management’s Pimco California Municipal Income Fund PCQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-11,470
| Closed | -$158K | – | 259 |
|
|
2022
Q3 | $158K | Buy |
+11,470
| New | +$158K | 0.01% | 217 |
|
|
2021
Q4 | – | Sell |
-1
| Closed | -$1K | – | 840 |
|
|
2021
Q3 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 1054 |
|
|
2016
Q4 | – | Sell |
-22,955
| Closed | -$385K | – | 104 |
|
|
2016
Q3 | $385K | Sell |
22,955
-44,954
| -66% | -$754K | 0.22% | 71 |
|
|
2016
Q2 | $1.15M | Buy |
67,909
+10,945
| +19% | +$185K | 0.72% | 31 |
|
|
2016
Q1 | $938K | Buy |
56,964
+6,065
| +12% | +$99.9K | 0.65% | 36 |
|
|
2015
Q4 | $799K | Buy |
+50,899
| New | +$799K | 0.54% | 40 |
|