SWM
PCI

Spire Wealth Management’s PIMCO Dynamic Credit and Mortgage Income Fund PCI Stock Holding History

Spire Wealth Management’s Portfolio PCI Stock Details PCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-3,848
Closed -$81K – 3037
2021
Q3 		$81K Buy
3,848
+897
+30% +$18.9K ﹤0.01% 1272
2021
Q2 		$66K Sell
2,951
-7,523
-72% -$168K ﹤0.01% 1369
2021
Q1 		$234K Buy
+10,474
New +$234K 0.01% 999