IFP Advisors’s PCM Fund PCM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $20K | Sell |
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|
2022
Q3 | $88K | Hold |
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|
2022
Q2 | $88K | Hold |
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|
2022
Q1 | $88K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $13K | Hold |
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|
2017
Q4 | $13K | Sell |
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|
2017
Q3 | $68K | Buy |
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|
2017
Q2 | $36K | Buy |
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|
2017
Q1 | $9K | Hold |
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|
2016
Q4 | $9K | Sell |
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|
2016
Q3 | $32K | Hold |
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|
2016
Q2 | $31K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $21K | Buy |
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