MWM
PZC
Mascoma Wealth Management’s PIMCO California Municipal Income Fund III PZC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.14K | Hold |
343
| – | – | ﹤0.01% | 434 |
|
|
2025
Q1 | $2.24K | Hold |
343
| – | – | ﹤0.01% | 451 |
|
|
2024
Q4 | $2.36K | Hold |
343
| – | – | ﹤0.01% | 464 |
|
|
2024
Q3 | $2.57K | Hold |
343
| – | – | ﹤0.01% | 423 |
|
|
2024
Q2 | $2.46K | Hold |
343
| – | – | ﹤0.01% | 451 |
|
|
2024
Q1 | $2.6K | Hold |
343
| – | – | ﹤0.01% | 422 |
|
|
2023
Q4 | $2.53K | Hold |
343
| – | – | ﹤0.01% | 436 |
|
|
2023
Q3 | $2.35K | Hold |
343
| – | – | ﹤0.01% | 457 |
|
|
2023
Q2 | $2.68K | Hold |
343
| – | – | ﹤0.01% | 435 |
|
|
2023
Q1 | $2.65K | Hold |
343
| – | – | ﹤0.01% | 533 |
|
|
2022
Q4 | $2.86K | Hold |
343
| – | – | ﹤0.01% | 544 |
|
|
2022
Q3 | $3K | Hold |
343
| – | – | ﹤0.01% | 542 |
|
|
2022
Q2 | $3K | Buy |
+343
| New | +$3K | ﹤0.01% | 555 |
|