WWM
PZC
Western Wealth Management’s PIMCO California Municipal Income Fund III PZC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,491
| Closed | -$78.7K | – | 731 |
|
|
2024
Q3 | $78.7K | Buy |
+10,491
| New | +$78.7K | ﹤0.01% | 731 |
|
|
2024
Q1 | – | Sell |
-13,491
| Closed | -$99.4K | – | 703 |
|
|
2023
Q4 | $99.4K | Hold |
13,491
| – | – | 0.01% | 681 |
|
|
2023
Q3 | $92.4K | Buy |
13,491
+33
| +0.2% | +$226 | 0.01% | 636 |
|
|
2023
Q2 | $104K | Buy |
13,458
+50
| +0.4% | +$385 | 0.01% | 626 |
|
|
2023
Q1 | $104K | Buy |
+13,408
| New | +$104K | 0.01% | 621 |
|