MWM
PCQ
Melfa Wealth Management’s Pimco California Municipal Income Fund PCQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Hold |
148,463
| – | – | 0.81% | 31 |
|
|
2025
Q1 | $1.31M | Sell |
148,463
-78
| -0.1% | -$690 | 0.89% | 27 |
|
|
2024
Q4 | $1.34M | Hold |
148,541
| – | – | 0.9% | 26 |
|
|
2024
Q3 | $1.48M | Sell |
148,541
-106
| -0.1% | -$1.06K | 0.98% | 25 |
|
|
2024
Q2 | $1.4M | Sell |
148,647
-1,643
| -1% | -$15.5K | 0.98% | 25 |
|
|
2024
Q1 | $1.41M | Sell |
150,290
-8,939
| -6% | -$83.7K | 1.02% | 25 |
|
|
2023
Q4 | $1.48M | Buy |
159,229
+20,811
| +15% | +$194K | 1.4% | 17 |
|
|
2023
Q3 | $1.15M | Buy |
138,418
+83,690
| +153% | +$698K | 1.25% | 21 |
|
|
2023
Q2 | $536K | Buy |
54,728
+39,830
| +267% | +$390K | 0.54% | 51 |
|
|
2023
Q1 | $150K | Buy |
+14,898
| New | +$150K | 0.15% | 117 |
|