Tradition Wealth Management’s PIMCO Income Strategy Fund PFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,302
| Closed | -$45K | – | 957 |
|
|
2023
Q4 | $45K | Buy |
5,302
+1,139
| +27% | +$9.67K | ﹤0.01% | 654 |
|
|
2023
Q3 | $32K | Buy |
4,163
+2,063
| +98% | +$15.9K | ﹤0.01% | 715 |
|
|
2023
Q2 | $17K | Buy |
2,100
+52
| +3% | +$421 | ﹤0.01% | 914 |
|
|
2023
Q1 | $17K | Buy |
2,048
+1,029
| +101% | +$8.54K | ﹤0.01% | 871 |
|
|
2022
Q4 | $8K | Buy |
+1,019
| New | +$8K | ﹤0.01% | 952 |
|