SWM
PZC

Spire Wealth Management’s PIMCO California Municipal Income Fund III PZC Stock Holding History

Spire Wealth Management’s Portfolio PZC Stock Details PZC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-8,222
Closed -$62.4K – 2361
2024
Q1 		$62.4K Buy
8,222
+1,269
+18% +$9.63K ﹤0.01% 1140
2023
Q4 		$49.5K Buy
+6,953
New +$49.5K ﹤0.01% 1207