Independent Financial Group’s PIMCO High Income Fund PHK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $173K | Sell |
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|
2025
Q4 | $197K | Hold |
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|
2025
Q3 | $202K | Sell |
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|
2025
Q2 | $205K | Buy |
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|
2025
Q1 | $178K | Buy |
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|
2024
Q4 | $134K | Buy |
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|
2024
Q3 | $135K | Buy |
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|
2024
Q2 | $116K | Sell |
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|
2024
Q1 | $131K | Sell |
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|
2023
Q4 | $190K | Sell |
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|
2023
Q3 | $181K | Buy |
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|
2023
Q2 | $193K | Hold |
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|
2023
Q1 | $184K | Sell |
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|
2022
Q4 | $232K | Sell |
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|
2022
Q3 | $246K | Buy |
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|
2022
Q2 | $179K | Sell |
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|
2022
Q1 | $240K | Buy |
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|
2021
Q4 | $224K | Sell |
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|
2021
Q3 | $247K | Buy |
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|
2021
Q2 | $198K | Buy |
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|
2021
Q1 | $169K | Buy |
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|
2020
Q4 | $63.5K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $53.6K | Sell |
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|
2020
Q1 | $73.5K | Buy |
|