Atria Wealth Solutions’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $513K | Sell |
37,700
-1,875
| -5% | -$25.5K | 0.01% | 897 |
|
|
2025
Q1 | $554K | Sell |
39,575
-3,250
| -8% | -$45.5K | 0.01% | 1145 |
|
|
2024
Q4 | $585K | Sell |
42,825
-4,000
| -9% | -$54.6K | 0.01% | 1177 |
|
|
2024
Q3 | $667K | Sell |
46,825
-35,950
| -43% | -$512K | 0.01% | 1089 |
|
|
2024
Q2 | $1.11M | Sell |
82,775
-500
| -0.6% | -$6.71K | 0.01% | 847 |
|
|
2024
Q1 | $1.11M | Buy |
83,275
+22,250
| +36% | +$296K | 0.01% | 864 |
|
|
2023
Q4 | $750K | Sell |
61,025
-1,970
| -3% | -$24.2K | 0.01% | 992 |
|
|
2023
Q3 | $751K | Sell |
62,995
-4,210
| -6% | -$50.2K | 0.01% | 938 |
|
|
2023
Q2 | $886K | Sell |
67,205
-2,220
| -3% | -$29.3K | 0.01% | 887 |
|
|
2023
Q1 | $870K | Sell |
69,425
-3,000
| -4% | -$37.6K | 0.01% | 845 |
|
|
2022
Q4 | $934K | Sell |
72,425
-6,260
| -8% | -$80.8K | 0.02% | 779 |
|
|
2022
Q3 | $1.05M | Buy |
78,685
+25,595
| +48% | +$341K | 0.02% | 695 |
|
|
2022
Q2 | $742K | Sell |
53,090
-27,295
| -34% | -$381K | 0.01% | 800 |
|
|
2022
Q1 | $1.38M | Buy |
+80,385
| New | +$1.38M | 0.02% | 605 |
|