Van Hulzen Asset Management’s PIMCO Income Strategy Fund PFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $58.7K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $98K | Hold |
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|
2022
Q4 | $97K | Hold |
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|
2022
Q3 | $96K | Hold |
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|
2022
Q2 | $108K | Buy |
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|
2022
Q1 | $112K | Hold |
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|
2021
Q4 | $121K | Hold |
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|
2021
Q3 | $128K | Hold |
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|
2021
Q2 | $140K | Hold |
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|
2021
Q1 | $132K | Hold |
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|
2020
Q4 | $126K | Hold |
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|
2020
Q3 | $111K | Hold |
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|
2020
Q2 | $107K | Hold |
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|
2020
Q1 | $93K | Hold |
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|
2019
Q4 | $130K | Sell |
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|
2019
Q3 | $135K | Sell |
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|
2019
Q2 | $150K | Hold |
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|
2019
Q1 | $145K | Sell |
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|
2018
Q4 | $147K | Hold |
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|
2018
Q3 | $160K | Hold |
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|
2018
Q2 | $160K | Hold |
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|
2018
Q1 | $158K | Hold |
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|
2017
Q4 | $158K | Hold |
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|
2017
Q3 | $164K | Buy |
|