Atria Wealth Solutions’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 | $1.5M | Sell |
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|
2025
Q1 | $30.1M | Sell |
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|
2024
Q4 | $33M | Buy |
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|
2024
Q3 | $29.6M | Sell |
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|
2024
Q2 | $27.6M | Buy |
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|
2024
Q1 | $26.2M | Buy |
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|
2023
Q4 | $19.8M | Buy |
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|
2023
Q3 | $17M | Buy |
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|
2023
Q2 | $17.5M | Buy |
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|
2023
Q1 | $6.72M | Sell |
|
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|
2022
Q4 | $19M | Buy |
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|
2022
Q3 | $19.1M | Buy |
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|
2022
Q2 | $16.5M | Buy |
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|
2022
Q1 | $5.08M | Buy |
|