Plante Moran Financial Advisors’s PIMCO Dynamic Credit and Mortgage Income Fund PCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
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|
2021
Q2 | $6K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $44K | Buy |
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|
2018
Q3 | $40K | Sell |
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|
2018
Q2 | $825K | Buy |
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|
2018
Q1 | $40K | Hold |
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|
2017
Q4 | $39K | Hold |
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|
2017
Q3 | $40K | Sell |
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|
2017
Q2 | $54K | Sell |
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|
2017
Q1 | $86K | Sell |
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|
2016
Q4 | $96K | Sell |
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|
2016
Q3 | $103K | Hold |
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|
2016
Q2 | $96K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $90K | Buy |
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