TriaGen Wealth Management’s PIMCO California Municipal Income Fund III PZC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-13,400
| Closed | -$91.8K | – | 172 |
|
|
2023
Q3 | $91.8K | Hold |
13,400
| – | – | 0.05% | 150 |
|
|
2023
Q2 | $103K | Hold |
13,400
| – | – | 0.05% | 164 |
|
|
2023
Q1 | $104K | Hold |
13,400
| – | – | 0.05% | 158 |
|
|
2022
Q4 | $112K | Buy |
13,400
+400
| +3% | +$3.34K | 0.06% | 163 |
|
|
2022
Q3 | $95K | Buy |
+13,000
| New | +$95K | 0.05% | 158 |
|