Wealth Enhancement Advisory Services’s Pimco California Municipal Income Fund PCQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $104K | Buy |
+12,000
| New | +$104K | ﹤0.01% | 3108 |
|
|
2024
Q4 | – | Sell |
-11,000
| Closed | -$110K | – | 2957 |
|
|
2024
Q3 | $110K | Sell |
11,000
-12,000
| -52% | -$120K | ﹤0.01% | 2514 |
|
|
2024
Q2 | $217K | Buy |
23,000
+2,500
| +12% | +$23.6K | ﹤0.01% | 2225 |
|
|
2024
Q1 | $192K | Hold |
20,500
| – | – | ﹤0.01% | 2212 |
|
|
2023
Q4 | $191K | Sell |
20,500
-2,000
| -9% | -$18.6K | ﹤0.01% | 2095 |
|
|
2023
Q3 | $188K | Buy |
+22,500
| New | +$188K | ﹤0.01% | 2009 |
|