United Capital Financial Advisors’s PIMCO Dynamic Credit and Mortgage Income Fund PCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-16,100
| Closed | -$340K | – | 1259 |
|
|
2021
Q3 | $340K | Buy |
+16,100
| New | +$340K | ﹤0.01% | 960 |
|
|
2020
Q2 | – | Sell |
-10,112
| Closed | -$170K | – | 1263 |
|
|
2020
Q1 | $170K | Sell |
10,112
-2,330
| -19% | -$39.2K | ﹤0.01% | 1083 |
|
|
2019
Q4 | $314K | Buy |
+12,442
| New | +$314K | ﹤0.01% | 1113 |
|
|
2015
Q4 | – | Sell |
-10,200
| Closed | -$186K | – | 1311 |
|
|
2015
Q3 | $186K | Buy |
+10,200
| New | +$186K | ﹤0.01% | 1165 |
|