Kestra Private Wealth Services’s PCM Fund PCM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-15,971
| Closed | -$163K | – | 985 |
|
|
2022
Q1 | $163K | Hold |
15,971
| – | – | 0.01% | 899 |
|
|
2021
Q4 | $171K | Sell |
15,971
-206
| -1% | -$2.21K | 0.01% | 932 |
|
|
2021
Q3 | $184K | Hold |
16,177
| – | – | 0.01% | 864 |
|
|
2021
Q2 | $192K | Sell |
16,177
-500
| -3% | -$5.93K | 0.01% | 816 |
|
|
2021
Q1 | $191K | Hold |
16,677
| – | – | 0.01% | 746 |
|
|
2020
Q4 | $179K | Hold |
16,677
| – | – | 0.01% | 678 |
|
|
2020
Q3 | $169K | Buy |
+16,677
| New | +$169K | 0.01% | 616 |
|