Integrated Wealth Concepts’s PIMCO California Municipal Income Fund III PZC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $436K | Hold |
69,971
| – | – | ﹤0.01% | 1350 |
|
|
2025
Q1 | $456K | Hold |
69,971
| – | – | 0.01% | 1183 |
|
|
2024
Q4 | $481K | Hold |
69,971
| – | – | 0.01% | 1138 |
|
|
2024
Q3 | $525K | Hold |
69,971
| – | – | 0.01% | 1057 |
|
|
2024
Q2 | $502K | Hold |
69,971
| – | – | 0.01% | 1048 |
|
|
2024
Q1 | $531K | Hold |
69,971
| – | – | 0.01% | 1030 |
|
|
2023
Q4 | $516K | Hold |
69,971
| – | – | 0.01% | 990 |
|
|
2023
Q3 | $479K | Hold |
69,971
| – | – | 0.01% | 998 |
|
|
2023
Q2 | $539K | Buy |
69,971
+39,971
| +133% | +$308K | 0.01% | 958 |
|
|
2023
Q1 | $233K | Buy |
+30,000
| New | +$233K | ﹤0.01% | 1168 |
|