Spire Wealth Management’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
Q4
Sell
-3,848
Closed -$81K 3037
2021
Q3
$81K Buy
3,848
+897
+30% +$19.8K ﹤0.01% 1272
2021
Q2
$66K Sell
2,951
-7,523
-72% -$170K ﹤0.01% 1369
2021
Q1
$234K Buy
+10,474
New +$227K 0.01% 999

Spire Wealth Management's PCI Position: Q4 2021 in Review

Spire Wealth Management sold out of PIMCO Dynamic Credit and Mortgage Income Fund (PCI) in Q4 2021, closing a stake of 3,848 shares — an estimated $81K sold.

Spire Wealth Management first reported a position in PCI in Q1 2021 and held it in 3 quarters. The position peaked at $234K in Q1 2021. 0 funds tracked by Wall St. Rank hold PCI as of Q4 2021.

  • Spire Wealth Management reported no remaining PIMCO Dynamic Credit and Mortgage Income Fund position as of Q4 2021 after selling out during the quarter.
  • Spire Wealth Management sold 3,848 PIMCO Dynamic Credit and Mortgage Income Fund shares in Q4 2021, an estimated $81K.
  • Spire Wealth Management first reported a position in PIMCO Dynamic Credit and Mortgage Income Fund in Q1 2021 and held it in 3 quarters.
  • Spire Wealth Management's PIMCO Dynamic Credit and Mortgage Income Fund position peaked at $234K in Q1 2021.
  • 0 funds tracked by Wall St. Rank held PIMCO Dynamic Credit and Mortgage Income Fund as of Q4 2021.

Based on Spire Wealth Management's 13F filing for Q4 2021, filed 14 Jan 2022.