Bogart Wealth LLC’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 | $66.4K | Hold |
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|
2025
Q2 | $63.6K | Hold |
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|
2025
Q1 | $66.4K | Hold |
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|
2024
Q4 | $61.5K | Sell |
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|
2024
Q3 | $169K | Hold |
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|
2024
Q2 | $157K | Buy |
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|
2024
Q1 | $64.7K | Hold |
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|
2023
Q4 | $60.2K | Hold |
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|
2023
Q3 | $58K | Hold |
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|
2023
Q2 | $62.9K | Hold |
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|
2023
Q1 | $60.4K | Hold |
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|
2022
Q4 | $62K | Hold |
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|
2022
Q3 | $65K | Hold |
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|
2022
Q2 | $70K | Sell |
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|
2022
Q1 | $91K | Buy |
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|
2021
Q4 | $23K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $32K | Hold |
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|
2019
Q3 | $33K | Buy |
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|
2019
Q2 | $16K | Hold |
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|
2019
Q1 | $16K | Hold |
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|
2018
Q4 | $15K | Sell |
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|
2018
Q3 | $61K | Sell |
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|
2018
Q2 | $76K | Hold |
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|
2018
Q1 | $75K | Hold |
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|
2017
Q4 | $72K | Sell |
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|
2017
Q3 | $75K | Buy |
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