TWPM
PCF

Total Wealth Planning & Management’s High Income Securities Fund PCF Stock Holding History

Total Wealth Planning & Management’s Portfolio PCF Stock Details PCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-12,288
Closed -$80.2K – 193
2024
Q4 		$80.2K Buy
+12,288
New +$80.2K 0.07% 167