IBEX Wealth Advisors’s PIMCO Income Strategy Fund II PFN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $81.2K | Hold |
|
|||||
2025
Q1 | $82.8K | Hold |
|
|||||
2024
Q4 | $81.9K | Buy |
|
|||||
2023
Q1 | – | Sell |
|
|||||
2022
Q4 | $123K | Hold |
|
|||||
2022
Q3 | $120K | Hold |
|
|||||
2022
Q2 | $138K | Hold |
|
|||||
2022
Q1 | $151K | Hold |
|
|||||
2021
Q4 | $166K | Hold |
|
|||||
2021
Q3 | $176K | Hold |
|
|||||
2021
Q2 | $191K | Buy |
|
|||||
2019
Q3 | – | Sell |
|
|||||
2019
Q2 | $91K | Buy |
|
|||||
2017
Q4 | – | Sell |
|
|||||
2017
Q3 | $94K | Buy |
|
|||||
2017
Q1 | – | Sell |
|
|||||
2016
Q4 | $31K | Buy |
|