Pimco Energy & Tactical shares owned by Cornerstone Wealth Management
Quarter-by-quarter ownership of Pimco Energy & Tactical (PDX) shares owned by Cornerstone Wealth Management
from 13F filings
Historical chart of Cornerstone Wealth Management investment in Pimco Energy & Tactical
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All positions including Pimco Energy & Tactical held by Cornerstone Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Pimco Energy & Tactical by Cornerstone Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $410k | 17k | 24.93 |
| 2025-06-30 | $402k | 16k | 24.65 |
| 2025-03-31 | $409k | 17k | 24.54 |
| 2024-12-31 | $390k | 15k | 26.13 |
| 2024-09-30 | $350k | 15k | 23.59 |
| 2024-06-30 | $308k | 14k | 22.28 |
| 2024-03-31 | $289k | 14k | 21.21 |
| 2023-12-31 | $264k | 13k | 20.48 |
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