AE Wealth Management’s PIMCO Dynamic Income Fund PDI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $366K | Sell |
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|
2025
Q1 | $1.05M | Sell |
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|
2024
Q4 | $3.91M | Sell |
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|
2024
Q3 | $5.23M | Sell |
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|
2024
Q2 | $4.88M | Sell |
|
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|
2024
Q1 | $5.28M | Sell |
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|
2023
Q4 | $8.44M | Buy |
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|
2023
Q3 | $6.2M | Buy |
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|
2023
Q2 | $5.49M | Buy |
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|
2023
Q1 | $2.44M | Buy |
|
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|
2022
Q4 | $1.86M | Buy |
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|
2022
Q3 | $1.63M | Buy |
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|
2022
Q2 | $781K | Buy |
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|
2022
Q1 | $267K | Sell |
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|
2021
Q4 | $307K | Buy |
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