HCR Wealth Advisors’s Pimco California Municipal Income Fund PCQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
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|
2020
Q4 | $383K | Hold |
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|
2020
Q3 | $377K | Hold |
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|
2020
Q2 | $338K | Buy |
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|
2020
Q1 | $305K | Hold |
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|
2019
Q4 | $388K | Buy |
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|
2019
Q3 | $375K | Hold |
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|
2019
Q2 | $356K | Buy |
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|
2019
Q1 | $293K | Buy |
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|
2018
Q4 | $248K | Buy |
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|
2018
Q3 | $218K | Buy |
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|
2018
Q2 | $218K | Hold |
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|
2018
Q1 | $189K | Hold |
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|
2017
Q4 | $222K | Hold |
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|
2017
Q3 | $221K | Hold |
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|
2017
Q2 | $218K | Hold |
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|
2017
Q1 | $209K | Hold |
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|
2016
Q4 | $201K | Buy |
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