Cerity Partners’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
$632K Sell
2025
Q2
$751K Buy
2024
Q3
Sell
2024
Q2
$723K Sell
2024
Q1
$756K Sell
2023
Q4
$1.44M Buy
2023
Q3
$1.33M Buy
2022
Q2
Sell
2022
Q1
$241K Hold
2021
Q4
$256K Buy