PWA
PCM
Physician Wealth Advisors’s PCM Fund PCM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Hold |
32,330
| – | – | 0.03% | 182 |
|
|
2025
Q1 | $209K | Hold |
32,330
| – | – | 0.04% | 175 |
|
|
2024
Q4 | $249K | Hold |
32,330
| – | – | 0.04% | 155 |
|
|
2024
Q3 | $261K | Hold |
32,330
| – | – | 0.05% | 153 |
|
|
2024
Q2 | $243K | Hold |
32,330
| – | – | 0.04% | 151 |
|
|
2024
Q1 | $272K | Hold |
32,330
| – | – | 0.06% | 130 |
|
|
2023
Q4 | $255K | Hold |
32,330
| – | – | 0.06% | 134 |
|
|
2023
Q3 | $279K | Hold |
32,330
| – | – | 0.07% | 111 |
|
|
2023
Q2 | $322K | Hold |
32,330
| – | – | 0.08% | 102 |
|
|
2023
Q1 | $302K | Hold |
32,330
| – | – | 0.08% | 104 |
|
|
2022
Q4 | $284K | Hold |
32,330
| – | – | 0.08% | 118 |
|
|
2022
Q3 | $265K | Hold |
32,330
| – | – | 0.08% | 119 |
|
|
2022
Q2 | $319K | Sell |
32,330
-2,170
| -6% | -$21.4K | 0.09% | 108 |
|
|
2022
Q1 | $365K | Hold |
34,500
| – | – | 0.1% | 106 |
|
|
2021
Q4 | $372K | Hold |
34,500
| – | – | 0.1% | 106 |
|
|
2021
Q3 | $387K | Hold |
34,500
| – | – | 0.11% | 98 |
|
|
2021
Q2 | $399K | Hold |
34,500
| – | – | 0.11% | 93 |
|
|
2021
Q1 | $403K | Hold |
34,500
| – | – | 0.13% | 89 |
|
|
2020
Q4 | $387K | Hold |
34,500
| – | – | 0.13% | 88 |
|
|
2020
Q3 | $339K | Hold |
34,500
| – | – | 0.14% | 88 |
|
|
2020
Q2 | $338K | Buy |
+34,500
| New | +$338K | 0.14% | 94 |
|