KFS
PCI

Kaizen Financial Strategies’s PIMCO Dynamic Credit and Mortgage Income Fund PCI Stock Holding History

Kaizen Financial Strategies’s Portfolio PCI Stock Details PCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-50,839
Closed -$1.07M – 158
2021
Q3 		$1.07M Buy
+50,839
New +$1.12M 0.87% 29
2021
Q1 		$1.03M Sell
46,166
-2,254
-5% -$48.9K 0.98% 29
2020
Q4 		$1.03M Buy
+48,420
New +$974K 1.14% 15

Kaizen Financial Strategies's PCI Position: Q4 2021 in Review

Kaizen Financial Strategies sold out of PIMCO Dynamic Credit and Mortgage Income Fund (PCI) in Q4 2021, closing a stake of 50,839 shares — an estimated $1.07M sold.

Kaizen Financial Strategies first reported a position in PCI in Q4 2020 and held it in 3 quarters. The position peaked at $1.07M in Q3 2021. 0 funds tracked by Wall St. Rank hold PCI as of Q4 2021.

  • Kaizen Financial Strategies reported no remaining PIMCO Dynamic Credit and Mortgage Income Fund position as of Q4 2021 after selling out during the quarter.
  • Kaizen Financial Strategies sold 50,839 PIMCO Dynamic Credit and Mortgage Income Fund shares in Q4 2021, an estimated $1.07M.
  • Kaizen Financial Strategies first reported a position in PIMCO Dynamic Credit and Mortgage Income Fund in Q4 2020 and held it in 3 quarters.
  • Kaizen Financial Strategies's PIMCO Dynamic Credit and Mortgage Income Fund position peaked at $1.07M in Q3 2021.
  • 0 funds tracked by Wall St. Rank held PIMCO Dynamic Credit and Mortgage Income Fund as of Q4 2021.

Based on Kaizen Financial Strategies's 13F filing for Q4 2021, filed 26 Jan 2022.