LWAC
PCI

Laurel Wealth Advisors (California)’s PIMCO Dynamic Credit and Mortgage Income Fund PCI Stock Holding History

Laurel Wealth Advisors (California)’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
-11,292
Closed -$239K – 791
2021
Q3 		$239K Buy
11,292
+225
+2% +$4.96K 0.04% 396
2021
Q2 		$248K Buy
11,067
+119
+1% +$2.69K 0.03% 449
2021
Q1 		$244K Buy
10,948
+124
+1% +$2.69K 0.04% 399
2020
Q4 		$229K Buy
+10,824
New +$218K 0.03% 397

Laurel Wealth Advisors (California)'s PCI Position: Q4 2021 in Review

Laurel Wealth Advisors (California) sold out of PIMCO Dynamic Credit and Mortgage Income Fund (PCI) in Q4 2021, closing a stake of 11,292 shares — an estimated $239K sold.

Laurel Wealth Advisors (California) first reported a position in PCI in Q4 2020 and held it in 4 quarters. The position peaked at $248K in Q2 2021. 0 funds tracked by Wall St. Rank hold PCI as of Q4 2021.

  • Laurel Wealth Advisors (California) reported no remaining PIMCO Dynamic Credit and Mortgage Income Fund position as of Q4 2021 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 11,292 PIMCO Dynamic Credit and Mortgage Income Fund shares in Q4 2021, an estimated $239K.
  • Laurel Wealth Advisors (California) first reported a position in PIMCO Dynamic Credit and Mortgage Income Fund in Q4 2020 and held it in 4 quarters.
  • Laurel Wealth Advisors (California)'s PIMCO Dynamic Credit and Mortgage Income Fund position peaked at $248K in Q2 2021.
  • 0 funds tracked by Wall St. Rank held PIMCO Dynamic Credit and Mortgage Income Fund as of Q4 2021.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2021, filed 14 Feb 2022.