KMWM
RCS
Keudell/Morrison Wealth Management’s PIMCO Strategic Income Fund RCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69.6K | Hold |
10,000
| – | – | 0.02% | 226 |
|
|
2025
Q1 | $62.5K | Hold |
10,000
| – | – | 0.01% | 216 |
|
|
2024
Q4 | $76.2K | Hold |
10,000
| – | – | 0.02% | 219 |
|
|
2024
Q3 | $76.9K | Hold |
10,000
| – | – | 0.02% | 217 |
|
|
2024
Q2 | $62.1K | Hold |
10,000
| – | – | 0.02% | 204 |
|
|
2024
Q1 | $60.9K | Hold |
10,000
| – | – | 0.02% | 203 |
|
|
2023
Q4 | $60.8K | Hold |
10,000
| – | – | 0.02% | 190 |
|
|
2023
Q3 | $53.1K | Hold |
10,000
| – | – | 0.02% | 177 |
|
|
2023
Q2 | $52K | Hold |
10,000
| – | – | 0.02% | 185 |
|
|
2023
Q1 | $53.2K | Buy |
+10,000
| New | +$53.2K | 0.02% | 182 |
|