BWM
Benchmark Wealth Management’s PIMCO Dynamic Income Fund PDI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-16,941
| Closed | -$448K | – | 45 |
|
|
2020
Q4 | $448K | Sell |
16,941
-3,324
| -16% | -$87.9K | 0.34% | 22 |
|
|
2020
Q3 | $514K | Hold |
20,265
| – | – | 0.41% | 22 |
|
|
2020
Q2 | $501K | Hold |
20,265
| – | – | 0.43% | 22 |
|
|
2020
Q1 | $448K | Sell |
20,265
-3,044
| -13% | -$67.3K | 0.45% | 21 |
|
|
2019
Q4 | $756K | Buy |
+23,309
| New | +$756K | 0.65% | 17 |
|