GSWM
PZC
Golden State Wealth Management’s PIMCO California Municipal Income Fund III PZC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.9K | Hold |
4,158
| – | – | ﹤0.01% | 814 |
|
|
2025
Q1 | $27.1K | Hold |
4,158
| – | – | ﹤0.01% | 727 |
|
|
2024
Q4 | $28.6K | Buy |
+4,158
| New | +$28.6K | ﹤0.01% | 683 |
|
|
2022
Q1 | $613K | Sell |
68,596
-4,719
| -6% | -$42.2K | 0.12% | 155 |
|
|
2021
Q4 | $814K | Buy |
73,315
+714
| +1% | +$7.93K | 0.14% | 153 |
|
|
2021
Q3 | $799K | Buy |
72,601
+674
| +0.9% | +$7.42K | 0.17% | 114 |
|
|
2021
Q2 | $825K | Buy |
71,927
+709
| +1% | +$8.13K | 0.18% | 110 |
|
|
2021
Q1 | $751K | Buy |
71,218
+236
| +0.3% | +$2.49K | 0.25% | 72 |
|
|
2020
Q4 | $728K | Buy |
70,982
+803
| +1% | +$8.24K | 0.21% | 93 |
|
|
2020
Q3 | $747K | Buy |
70,179
+714
| +1% | +$7.6K | 0.25% | 69 |
|
|
2020
Q2 | $698K | Buy |
69,465
+760
| +1% | +$7.64K | 0.22% | 78 |
|
|
2020
Q1 | $669K | Buy |
+68,705
| New | +$669K | 0.3% | 57 |
|
|
2019
Q4 | – | Sell |
-63,425
| Closed | -$712K | – | 697 |
|
|
2019
Q3 | $712K | Buy |
63,425
+652
| +1% | +$7.32K | 0.23% | 80 |
|
|
2019
Q2 | $701K | Buy |
62,773
+688
| +1% | +$7.68K | 0.22% | 90 |
|
|
2019
Q1 | $685K | Buy |
+62,085
| New | +$685K | 0.23% | 93 |
|