SWA
PCI

SOA Wealth Advisors’s PIMCO Dynamic Credit and Mortgage Income Fund PCI Stock Holding History

SOA Wealth Advisors’s Portfolio PCI Stock Details PCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-200
Closed -$4K – 1018
2021
Q3 		$4K Hold
200
– – ﹤0.01% 731
2021
Q2 		$4K Hold
200
– – ﹤0.01% 714
2021
Q1 		$4K Hold
200
– – ﹤0.01% 665
2020
Q4 		$4K Buy
+200
New +$4.02K ﹤0.01% 652

SOA Wealth Advisors's PCI Position: Q4 2021 in Review

SOA Wealth Advisors sold out of PIMCO Dynamic Credit and Mortgage Income Fund (PCI) in Q4 2021, closing a stake of 200 shares — an estimated $4K sold.

SOA Wealth Advisors first reported a position in PCI in Q4 2020 and held it in 4 quarters. The position peaked at $4K in Q3 2021. 0 funds tracked by Wall St. Rank hold PCI as of Q4 2021.

  • SOA Wealth Advisors reported no remaining PIMCO Dynamic Credit and Mortgage Income Fund position as of Q4 2021 after selling out during the quarter.
  • SOA Wealth Advisors sold 200 PIMCO Dynamic Credit and Mortgage Income Fund shares in Q4 2021, an estimated $4K.
  • SOA Wealth Advisors first reported a position in PIMCO Dynamic Credit and Mortgage Income Fund in Q4 2020 and held it in 4 quarters.
  • SOA Wealth Advisors's PIMCO Dynamic Credit and Mortgage Income Fund position peaked at $4K in Q3 2021.
  • 0 funds tracked by Wall St. Rank held PIMCO Dynamic Credit and Mortgage Income Fund as of Q4 2021.

Based on SOA Wealth Advisors's 13F filing for Q4 2021, filed 13 Jan 2022.