Beacon Financial Advisory’s PIMCO Dynamic Income Fund PDI Stock Holding History

Beacon Financial Advisory’s Portfolio PDI Stock Details PDI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$712K	Sell
2025 Q2	$726K	Buy
2025 Q1	$743K	Buy
2024 Q4	$626K	Buy
2024 Q3	$659K	Buy
2024 Q2	$492K	Buy
2024 Q1	$303K	Buy
2023 Q4	$209K	Buy
2023 Q3	–	Sell
2023 Q2	$197K	Buy
2023 Q1	$182K	Buy