United Capital Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-14,754
| Closed | -$150K | – | 1173 |
|
|
2022
Q1 | $150K | Sell |
14,754
-179
| -1% | -$1.82K | ﹤0.01% | 1113 |
|
|
2021
Q4 | $164K | Buy |
14,933
+547
| +4% | +$6.01K | ﹤0.01% | 1159 |
|
|
2021
Q3 | $167K | Buy |
14,386
+168
| +1% | +$1.95K | ﹤0.01% | 1150 |
|
|
2021
Q2 | $181K | Buy |
14,218
+75
| +0.5% | +$955 | ﹤0.01% | 1176 |
|
|
2021
Q1 | $170K | Buy |
+14,143
| New | +$170K | ﹤0.01% | 1141 |
|