Tradition 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
-2,563
Closed -$54K 1236
2021
Q3
$54K Buy
2,563
+1,934
+307% +$42.6K 0.01% 489
2021
Q2
$14K Buy
629
+108
+21% +$2.44K ﹤0.01% 864
2021
Q1
$12K Hold
521
﹤0.01% 756
2020
Q4
$11K Buy
+521
New +$10.5K ﹤0.01% 723

Tradition Wealth Management's PCI Position: Q4 2021 in Review

Tradition Wealth Management sold out of PIMCO Dynamic Credit and Mortgage Income Fund (PCI) in Q4 2021, closing a stake of 2,563 shares — an estimated $54K sold.

Tradition Wealth Management first reported a position in PCI in Q4 2020 and held it in 4 quarters. The position peaked at $54K in Q3 2021. 0 funds tracked by Wall St. Rank hold PCI as of Q4 2021.

  • Tradition Wealth Management reported no remaining PIMCO Dynamic Credit and Mortgage Income Fund position as of Q4 2021 after selling out during the quarter.
  • Tradition Wealth Management sold 2,563 PIMCO Dynamic Credit and Mortgage Income Fund shares in Q4 2021, an estimated $54K.
  • Tradition Wealth Management first reported a position in PIMCO Dynamic Credit and Mortgage Income Fund in Q4 2020 and held it in 4 quarters.
  • Tradition Wealth Management's PIMCO Dynamic Credit and Mortgage Income Fund position peaked at $54K in Q3 2021.
  • 0 funds tracked by Wall St. Rank held PIMCO Dynamic Credit and Mortgage Income Fund as of Q4 2021.

Based on Tradition Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.