SWM
PFL
Selective Wealth Management’s PIMCO Income Strategy Fund PFL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-177
| Closed | -$1K | – | 559 |
|
|
2022
Q3 | $1K | Hold |
177
| – | – | ﹤0.01% | 734 |
|
|
2022
Q2 | $2K | Hold |
177
| – | – | ﹤0.01% | 700 |
|
|
2022
Q1 | $2K | Hold |
177
| – | – | ﹤0.01% | 665 |
|
|
2021
Q4 | $2K | Hold |
177
| – | – | ﹤0.01% | 613 |
|
|
2021
Q3 | $2K | Hold |
177
| – | – | ﹤0.01% | 544 |
|
|
2021
Q2 | $2K | Hold |
177
| – | – | ﹤0.01% | 460 |
|
|
2021
Q1 | $2K | Hold |
177
| – | – | ﹤0.01% | 361 |
|
|
2020
Q4 | $2K | Hold |
177
| – | – | ﹤0.01% | 343 |
|
|
2020
Q3 | $2K | Hold |
177
| – | – | ﹤0.01% | 288 |
|
|
2020
Q2 | $2K | Sell |
177
-343
| -66% | -$3.88K | ﹤0.01% | 386 |
|
|
2020
Q1 | $4K | Hold |
520
| – | – | 0.01% | 226 |
|
|
2019
Q4 | $6K | Sell |
520
-174
| -25% | -$2.01K | 0.01% | 204 |
|
|
2019
Q3 | $8K | Buy |
+694
| New | +$8K | 0.01% | 184 |
|
|
2018
Q3 | $16K | Buy |
+1,345
| New | +$16K | 0.19% | 64 |
|