Liberty Wealth Management’s Pimco California Municipal Income Fund PCQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,600
| Closed | -$30K | – | 829 |
|
|
2021
Q3 | $30K | Hold |
1,600
| – | – | 0.01% | 538 |
|
|
2021
Q2 | $30K | Hold |
1,600
| – | – | 0.01% | 418 |
|
|
2021
Q1 | $29K | Hold |
1,600
| – | – | 0.01% | 390 |
|
|
2020
Q4 | $29K | Hold |
1,600
| – | – | 0.01% | 387 |
|
|
2020
Q3 | $28K | Hold |
1,600
| – | – | 0.02% | 342 |
|
|
2020
Q2 | $26K | Hold |
1,600
| – | – | 0.02% | 339 |
|
|
2020
Q1 | $25K | Hold |
1,600
| – | – | 0.02% | 319 |
|
|
2019
Q4 | $32K | Hold |
1,600
| – | – | 0.03% | 331 |
|
|
2019
Q3 | $31K | Hold |
1,600
| – | – | 0.03% | 318 |
|
|
2019
Q2 | $30K | Hold |
1,600
| – | – | 0.03% | 341 |
|
|
2019
Q1 | $28K | Hold |
1,600
| – | – | 0.02% | 294 |
|
|
2018
Q4 | $25K | Buy |
+1,600
| New | +$25K | 0.02% | 293 |
|