Institute for Wealth Management’s PIMCO Global StockPLUS & Income Fund PGP Stock Holding History

Institute for Wealth Management’s Portfolio PGP Stock Details PGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$354K	Buy
2025 Q2	$271K	Buy
2025 Q1	$217K	Buy
2024 Q4	$196K	Buy
2024 Q3	$105K	Buy
2021 Q3	–	Sell
2021 Q2	$121K	Buy
2021 Q1	$116K	Buy
2020 Q4	$109K	Buy