WIM
PFL

WealthPlan Investment Management’s PIMCO Income Strategy Fund PFL Stock Holding History

WealthPlan Investment Management’s Portfolio PFL Stock Details PFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$148K Buy
17,714
+503
+3% +$4.2K 0.01% 338
2025
Q1 		$148K Buy
17,211
+487
+3% +$4.19K 0.01% 262
2024
Q4 		$140K Buy
16,724
+374
+2% +$3.13K 0.01% 258
2024
Q3 		$140K Buy
+16,350
New +$140K 0.01% 243