LFA
PHK

Livelsberger Financial Advisory’s PIMCO High Income Fund PHK Stock Holding History

Livelsberger Financial Advisory’s Portfolio PHK Stock Details PHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-130,480
Closed -$629K – 86
2024
Q2 		$629K Buy
130,480
+433
+0.3% +$2.09K 9.38% 3
2024
Q1 		$620K Sell
130,047
-17,070
-12% -$81.4K 7.34% 4
2023
Q4 		$734K Buy
+147,117
New +$734K 0.66% 37