WT Wealth Management’s PIMCO High Income Fund PHK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $100K | Hold |
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|
2025
Q1 | $102K | Hold |
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|
2024
Q4 | $102K | Hold |
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|
2024
Q3 | $106K | Hold |
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|
2024
Q2 | $101K | Hold |
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|
2024
Q1 | $103K | Hold |
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|
2023
Q4 | $104K | Hold |
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|
2023
Q3 | $92.3K | Hold |
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|
2023
Q2 | $104K | Hold |
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|
2023
Q1 | $99.7K | Hold |
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|
2022
Q4 | $98.8K | Hold |
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|
2022
Q3 | $97K | Hold |
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|
2022
Q2 | $108K | Hold |
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|
2022
Q1 | $121K | Hold |
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|
2021
Q4 | $128K | Hold |
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|
2021
Q3 | $131K | Hold |
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|
2021
Q2 | $143K | Hold |
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|
2021
Q1 | $141K | Buy |
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