Litman Gregory Wealth Management’s PIMCO Dynamic Credit and Mortgage Income Fund PCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $454K | Buy |
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|
2021
Q2 | $481 | Sell |
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|
2021
Q1 | $479K | Sell |
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|
2020
Q4 | $483K | Buy |
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|
2020
Q3 | $424K | Sell |
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|
2020
Q2 | $429K | Sell |
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|
2020
Q1 | $437K | Sell |
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|
2019
Q4 | $758K | Sell |
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|
2019
Q3 | $791K | Sell |
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|
2019
Q2 | $832K | Sell |
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|
2019
Q1 | $954K | Sell |
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|
2018
Q4 | $1.19M | Buy |
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