WLPWM
PCI
Walled Lake Planning & Wealth Management’s PIMCO Dynamic Credit and Mortgage Income Fund PCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-5,275
| Closed | -$111K | – | 336 |
|
|
2021
Q3 | $111K | Hold |
5,275
| – | – | 0.07% | 110 |
|
|
2021
Q2 | $118K | Hold |
5,275
| – | – | 0.08% | 100 |
|
|
2021
Q1 | $117K | Hold |
5,275
| – | – | 0.08% | 99 |
|
|
2020
Q4 | $112K | Hold |
5,275
| – | – | 0.09% | 95 |
|
|
2020
Q3 | $106K | Buy |
+5,275
| New | +$106K | 0.09% | 91 |
|