Arkadios Wealth Advisors’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
Q3 | $245K | Buy |
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|
2025
Q2 | $217K | Buy |
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|
2025
Q1 | $215K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $250K | Buy |
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|
2021
Q3 | $75K | Sell |
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|
2021
Q2 | $133K | Buy |
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|
2021
Q1 | $85K | Sell |
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|
2020
Q4 | $82K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $56.7K | Hold |
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|
2019
Q4 | $85.2K | Buy |
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