B. Riley Wealth Advisors’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 | $207K | Buy |
+15,365
| New | +$207K | 0.01% | 861 |
|
|
2024
Q4 | $161K | Sell |
11,718
-18,271
| -61% | -$251K | 0.01% | 1057 |
|
|
2024
Q3 | $428K | Buy |
29,989
+5,703
| +23% | +$81.3K | 0.01% | 802 |
|
|
2024
Q2 | $325K | Buy |
24,286
+13,313
| +121% | +$178K | 0.01% | 993 |
|
|
2024
Q1 | $132K | Buy |
+10,973
| New | +$132K | ﹤0.01% | 1330 |
|
|
2023
Q4 | – | Sell |
-10,973
| Closed | -$132K | – | 1483 |
|
|
2023
Q3 | $132K | Buy |
+10,973
| New | +$132K | ﹤0.01% | 1330 |
|