WP
PCM

WealthPLAN Partners’s PCM Fund PCM Stock Holding History

WealthPLAN Partners’s Portfolio PCM Stock Details PCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-1,000
Closed -$10.3K – 350
2017
Q1 		$10.3K Buy
+1,000
New +$10.3K 0.04% 264
2016
Q3 		$19.9K Sell
2,000
-2,000
-50% -$19.9K 0.01% 485
2016
Q2 		$19.5K Buy
+4,000
New +$19.5K ﹤0.01% 1420