MWM
PZC
Melfa 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 | $65.7K | Hold |
10,540
| – | – | 0.04% | 198 |
|
|
2025
Q1 | $68.7K | Hold |
10,540
| – | – | 0.05% | 197 |
|
|
2024
Q4 | $72.4K | Hold |
10,540
| – | – | 0.05% | 199 |
|
|
2024
Q3 | $79.1K | Hold |
10,540
| – | – | 0.05% | 196 |
|
|
2024
Q2 | $75.7K | Hold |
10,540
| – | – | 0.05% | 195 |
|
|
2024
Q1 | $80K | Hold |
10,540
| – | – | 0.06% | 189 |
|
|
2023
Q4 | $77.7K | Hold |
10,540
| – | – | 0.07% | 139 |
|
|
2023
Q3 | $72.2K | Hold |
10,540
| – | – | 0.08% | 133 |
|
|
2023
Q2 | $81.2K | Hold |
10,540
| – | – | 0.08% | 136 |
|
|
2023
Q1 | $81.8K | Hold |
10,540
| – | – | 0.08% | 134 |
|
|
2022
Q4 | $88K | Buy |
+10,540
| New | +$88K | 0.09% | 132 |
|