Walled Lake Planning & Wealth Management’s PIMCO Income Strategy Fund II PFN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $211K | Hold |
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|
2025
Q2 | $205K | Hold |
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|
2025
Q1 | $210K | Hold |
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|
2024
Q4 | $207K | Hold |
|
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|
2024
Q3 | $212K | Hold |
|
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|
2024
Q2 | $199K | Buy |
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|
2024
Q1 | $207K | Hold |
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|
2023
Q4 | $200K | Hold |
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|
2023
Q3 | $183K | Buy |
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|
2023
Q2 | $199K | Buy |
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|
2023
Q1 | $98.2K | Buy |
|