Beverly Hills Private Wealth’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 | $358K | Hold |
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|
2025
Q2 | $343K | Hold |
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|
2025
Q1 | $358K | Buy |
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|
2024
Q4 | $330K | Buy |
|
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|
2024
Q3 | $363K | Buy |
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|
2024
Q2 | $335K | Buy |
|
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|
2024
Q1 | $342K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $327K | Sell |
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|
2023
Q2 | $409K | Buy |
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|
2023
Q1 | $375K | Buy |
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|
2022
Q4 | $380K | Buy |
|