Belpointe Asset Management’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 | $1.43M | Sell |
106,389
-14,045
| -12% | -$189K | 0.06% | 261 |
|
|
2025
Q1 | $1.67M | Sell |
120,434
-3,605
| -3% | -$50K | 0.09% | 217 |
|
|
2024
Q4 | $1.71M | Sell |
124,039
-810
| -0.6% | -$11.1K | 0.1% | 195 |
|
|
2024
Q3 | $1.76M | Buy |
124,849
+2,878
| +2% | +$40.6K | 0.11% | 188 |
|
|
2024
Q2 | $1.62M | Buy |
121,971
+5,161
| +4% | +$68.6K | 0.11% | 179 |
|
|
2024
Q1 | $1.54M | Buy |
116,810
+74,058
| +173% | +$975K | 0.12% | 172 |
|
|
2023
Q4 | $523K | Buy |
42,752
+12,420
| +41% | +$152K | 0.05% | 356 |
|
|
2023
Q3 | $360K | Buy |
30,332
+20,332
| +203% | +$242K | 0.04% | 420 |
|
|
2023
Q2 | $131K | Sell |
10,000
-2,280
| -19% | -$29.8K | 0.01% | 586 |
|
|
2023
Q1 | $152K | Buy |
+12,280
| New | +$152K | 0.01% | 1075 |
|