Beta Wealth Group’s PIMCO Dynamic Income Fund PDI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.47M | Sell |
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|
2025
Q2 | $6.58M | Buy |
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|
2025
Q1 | $5.7M | Buy |
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|
2024
Q4 | $3.8M | Buy |
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|
2024
Q3 | $4.17M | Buy |
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|
2024
Q2 | $3.76M | Sell |
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|
2024
Q1 | $3.91M | Sell |
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|
2023
Q4 | $3.97M | Buy |
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|
2023
Q3 | $1.36M | Buy |
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|
2023
Q2 | $1.39M | Buy |
|
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|
2023
Q1 | $1.27M | Buy |
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|
2022
Q4 | $1.09M | Sell |
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|
2022
Q3 | $1.26M | Sell |
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|
2022
Q2 | $1.39M | Buy |
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|
2022
Q1 | $1.45M | Buy |
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|
2021
Q4 | $1.52M | Hold |
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|
2021
Q3 | $1.52M | Buy |
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|
2021
Q2 | $1.58M | Buy |
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|
2021
Q1 | $1.52M | Sell |
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|
2020
Q4 | $1.62M | Buy |
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|
2014
Q1 | $294K | Sell |
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|
2013
Q4 | $335K | Buy |
|