J.W. Cole Advisors’s PIMCO Income Strategy Fund PFL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$442K Sell
2025
Q3
$462K Sell
2025
Q2
$483K Sell
2025
Q1
$534K Buy
2024
Q2
Sell
2024
Q1
$142K Buy