BWM
Buska Wealth Management’s PIMCO Dynamic Income Fund PDI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $470K | Buy |
24,795
+1,490
| +6% | +$28.3K | 0.13% | 40 |
|
|
2025
Q1 | $461K | Buy |
23,305
+6,501
| +39% | +$129K | 0.14% | 40 |
|
|
2024
Q4 | $308K | Buy |
16,804
+6,290
| +60% | +$115K | 0.1% | 47 |
|
|
2024
Q3 | $213K | Buy |
+10,514
| New | +$213K | 0.07% | 56 |
|