Carson Wealth (CWM LLC)’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27K | Buy |
2,032
+13
| +0.6% | +$173 | ﹤0.01% | 3714 |
|
|
2025
Q1 | $28K | Buy |
2,019
+13
| +0.6% | +$180 | ﹤0.01% | 3445 |
|
|
2024
Q4 | $27K | Sell |
2,006
-132
| -6% | -$1.78K | ﹤0.01% | 3244 |
|
|
2024
Q3 | $30K | Buy |
2,138
+13
| +0.6% | +$182 | ﹤0.01% | 3095 |
|
|
2024
Q2 | $28K | Buy |
2,125
+12
| +0.6% | +$158 | ﹤0.01% | 2894 |
|
|
2024
Q1 | $28K | Buy |
2,113
+52
| +3% | +$689 | ﹤0.01% | 2680 |
|
|
2023
Q4 | $25K | Sell |
2,061
-33
| -2% | -$400 | ﹤0.01% | 2627 |
|
|
2023
Q3 | $25K | Buy |
2,094
+159
| +8% | +$1.9K | ﹤0.01% | 2533 |
|
|
2023
Q2 | $25K | Buy |
1,935
+378
| +24% | +$4.88K | ﹤0.01% | 2486 |
|
|
2023
Q1 | $19K | Buy |
1,557
+1,092
| +235% | +$13.3K | ﹤0.01% | 2549 |
|
|
2022
Q4 | $6K | Sell |
465
-95
| -17% | -$1.23K | ﹤0.01% | 3094 |
|
|
2022
Q3 | $7K | Buy |
560
+34
| +6% | +$425 | ﹤0.01% | 2908 |
|
|
2022
Q2 | $7K | Hold |
526
| – | – | ﹤0.01% | 2814 |
|
|
2022
Q1 | $9K | Buy |
+526
| New | +$9K | ﹤0.01% | 2551 |
|