WP
PCI

WealthPLAN Partners’s PIMCO Dynamic Credit and Mortgage Income Fund PCI Stock Holding History

WealthPLAN Partners’s Portfolio PCI Stock Details PCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-3,239
Closed -$69.6K – 460
2017
Q1 		$69.6K Buy
+3,239
New +$67.4K 0.24% 80
2016
Q3 		$135K Sell
6,589
-8,567
-57% -$171K 0.04% 196
2016
Q2 		$164K Buy
+15,156
New +$278K 0.02% 437

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HCM
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