SWA
PHK
Sutton Wealth Advisors’s PIMCO High Income Fund PHK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $110K | Hold |
24,810
| – | – | 0.05% | 159 |
|
|
2023
Q2 | $124K | Hold |
24,810
| – | – | 0.06% | 150 |
|
|
2023
Q1 | $118K | Hold |
24,810
| – | – | 0.06% | 148 |
|
|
2022
Q4 | $117K | Hold |
24,810
| – | – | 0.04% | 229 |
|
|
2022
Q3 | $115K | Buy |
24,810
+13,172
| +113% | +$61.3K | 0.05% | 231 |
|
|
2022
Q2 | $60.2K | Buy |
+11,638
| New | +$60.2K | 0.02% | 335 |
|