Carson Wealth (CWM LLC)’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $300K | Buy |
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|
2025
Q4 | $182K | Buy |
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|
2025
Q3 | $155K | Buy |
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|
2025
Q2 | $27K | Buy |
|
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|
2025
Q1 | $28K | Buy |
|
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|
2024
Q4 | $27K | Sell |
|
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|
2024
Q3 | $30K | Buy |
|
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|
2024
Q2 | $28K | Buy |
|
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|
2024
Q1 | $28K | Buy |
|
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|
2023
Q4 | $25K | Sell |
|
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|
2023
Q3 | $25K | Buy |
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|
2023
Q2 | $25K | Buy |
|
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|
2023
Q1 | $19K | Buy |
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|
2022
Q4 | $6K | Sell |
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|
2022
Q3 | $7K | Buy |
|
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|
2022
Q2 | $7K | Hold |
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|
2022
Q1 | $9K | Buy |
|