Edge Wealth Management LLC PIMCO DYNAMIC CREDIT AND MOR Transaction History

Edge Wealth Management LLC

  • $497 Million
  • Q3 2024

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Jan 14, 2022
SELL
N/A
-22,157 Closed
0 $0
Q3 2021

Oct 13, 2021
BUY
N/A
500 Added 2.31%
22,157 $468,000
Q2 2021

Jul 23, 2021
BUY
N/A
15,440 Added 248.35%
21,657 $483,000
Q1 2021

Apr 09, 2021
BUY
N/A
2,462 Added 65.57%
6,217 $138,000
Q3 2020

Oct 21, 2020
SELL
N/A
-1,235 Reduced 24.75%
3,755 $75,000
Q2 2020

Aug 03, 2020
SELL
N/A
-30,255 Reduced 85.84%
4,990 $92,000
Q1 2020

Apr 20, 2020
BUY
N/A
9,463 Added 36.7%
35,245 $593,000
Q4 2019

Jan 29, 2020
SELL
N/A
-51,117 Reduced 66.47%
25,782 $649,000
Q3 2019

Oct 21, 2019
BUY
N/A
103 Added 0.13%
76,899 $1.88 Million
Q2 2019

Jul 15, 2019
BUY
N/A
1,262 Added 1.67%
76,796 $1.84 Million
Q1 2019

Apr 11, 2019
SELL
N/A
-5,012 Reduced 6.22%
75,534 $1.76 Million
Q4 2018

Jan 11, 2019
BUY
N/A
78,746 Added 4374.78%
80,546 $1.7 Million
Q3 2018

Oct 22, 2018
SELL
N/A
-200 Reduced 10.0%
1,800 $43,000
Q3 2017

Oct 19, 2017
BUY
N/A
2,000
2,000 $46,000
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