Stockman 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 |
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|
2021
Q3 | $315K | Sell |
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|
2021
Q2 | $472K | Sell |
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|
2021
Q1 | $1.02M | Sell |
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|
2020
Q4 | $1.94M | Sell |
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|
2020
Q3 | $1.88M | Buy |
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|
2020
Q2 | $1.62M | Buy |
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|
2020
Q1 | $1.38M | Sell |
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|
2019
Q4 | $2.17M | Buy |
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|
2019
Q3 | $2.11M | Buy |
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|
2019
Q2 | – | Hold |
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|
2019
Q1 | – | Hold |
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|
2018
Q4 | – | Hold |
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|
2018
Q3 | – | Hold |
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|
2018
Q2 | – | Hold |
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|
2018
Q1 | – | Hold |
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|
2017
Q4 | – | Hold |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $707K | Buy |
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|
2017
Q1 | $654K | Buy |
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|
2016
Q4 | $511K | Buy |
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