CAPTRUST Financial Advisors’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
Q2 | $1.8M | Sell |
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|
2025
Q1 | $2.49M | Sell |
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|
2024
Q4 | $3.41M | Buy |
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|
2024
Q3 | $3.72M | Sell |
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|
2024
Q2 | $3.61M | Buy |
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|
2024
Q1 | $3.04M | Buy |
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|
2023
Q4 | $2.68M | Sell |
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|
2023
Q3 | $2.77M | Sell |
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|
2023
Q2 | $3.85M | Sell |
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|
2023
Q1 | $6.1M | Buy |
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|
2022
Q4 | $3.7M | Buy |
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|
2022
Q3 | $3.13M | Buy |
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