MGWM
PHK

Marks Group Wealth Management’s PIMCO High Income Fund PHK Stock Holding History

Marks Group Wealth Management’s Portfolio PHK Stock Details PHK Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.35M Hold
280,669
– – 0.13% 157
2025
Q1 		$1.37M Hold
280,669
– – 0.13% 153
2024
Q4 		$1.36M Hold
280,669
– – 0.13% 144
2024
Q3 		$1.4M Buy
+280,669
New +$1.4M 0.13% 149