MSWM
PCF

McGlone Suttner Wealth Management’s High Income Securities Fund PCF Stock Holding History

McGlone Suttner Wealth Management’s Portfolio PCF Stock Details PCF Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
2024
Q2 		$115K Hold
2024
Q1 		$121K Hold
2023
Q4 		$115K Sell
2023
Q3 		$148K Sell
2023
Q2 		$188K Hold
2023
Q1 		$189K Sell
2022
Q4 		$268K Buy