IFWM
PGP
Institute for Wealth Management’s PIMCO Global StockPLUS & Income Fund PGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Buy |
32,719
+5,931
| +22% | +$49.2K | 0.03% | 458 |
|
|
2025
Q1 | $217K | Buy |
26,788
+1,549
| +6% | +$12.5K | 0.03% | 490 |
|
|
2024
Q4 | $196K | Buy |
25,239
+12,743
| +102% | +$99.1K | 0.02% | 487 |
|
|
2024
Q3 | $105K | Buy |
+12,496
| New | +$105K | 0.01% | 542 |
|
|
2021
Q3 | – | Sell |
-10,903
| Closed | -$121K | – | 492 |
|
|
2021
Q2 | $121K | Buy |
10,903
+22
| +0.2% | +$244 | 0.02% | 476 |
|
|
2021
Q1 | $116K | Buy |
10,881
+42
| +0.4% | +$448 | 0.02% | 455 |
|
|
2020
Q4 | $109K | Buy |
+10,839
| New | +$109K | 0.02% | 434 |
|