Wealthspire Advisors (Maryland)’s PIMCO Income Strategy Fund PFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-603,378
| Closed | -$603K | – | 486 |
|
|
2019
Q4 | $603K | Buy |
+603,378
| New | +$603K | 0.04% | 243 |
|
|
2019
Q3 | – | Sell |
-500,000
| Closed | -$500K | – | 481 |
|
|
2019
Q2 | $500K | Hold |
500,000
| – | – | 0.04% | 253 |
|
|
2019
Q1 | $500K | Hold |
500,000
| – | – | 0.04% | 252 |
|
|
2018
Q4 | $500K | Hold |
500,000
| – | – | 0.04% | 222 |
|
|
2018
Q3 | $500K | Hold |
500,000
| – | – | 0.04% | 247 |
|
|
2018
Q2 | $500K | Buy |
+500,000
| New | +$500K | 0.05% | 238 |
|