SWM
PCI

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

Sugarloaf Wealth Management’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
2021
Q3 		$478K Buy
2021
Q2 		$505K Buy
2021
Q1 		$502 Buy
2020
Q4 		$477K Buy
2020
Q3 		$451K Buy
2020
Q2 		$413K Buy
2020
Q1 		$376K Buy
2019
Q4 		$562K Buy