Blue Bell Private Wealth Management’s PIMCO Dynamic Income Strategy Fund PDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63.1K | Buy |
2,559
+100
| +4% | +$2.47K | 0.01% | 361 |
|
|
2025
Q1 | $60.3K | Buy |
+2,459
| New | +$60.3K | 0.01% | 356 |
|
|
2024
Q3 | – | Sell |
-8,445
| Closed | -$188K | – | 710 |
|
|
2024
Q2 | $188K | Sell |
8,445
-6,230
| -42% | -$139K | 0.04% | 197 |
|
|
2024
Q1 | $311K | Buy |
14,675
+10,875
| +286% | +$231K | 0.07% | 149 |
|
|
2023
Q4 | $77.8K | Buy |
+3,800
| New | +$77.8K | 0.02% | 262 |
|