Chicago Partners Investment Group’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 | $342K | Buy |
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|
2025
Q1 | $317K | Sell |
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|
2024
Q4 | $323K | Sell |
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|
2024
Q3 | $385K | Buy |
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|
2024
Q2 | $331K | Buy |
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|
2024
Q1 | $279K | Buy |
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|
2023
Q4 | $191K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $464K | Sell |
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|
2023
Q1 | $460K | Buy |
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|
2022
Q4 | $524K | Buy |
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|
2022
Q3 | $487K | Buy |
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|
2022
Q2 | $447K | Sell |
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|
2022
Q1 | $525K | Buy |
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|
2021
Q4 | $576K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $45K | Buy |
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|
2018
Q2 | $39K | Buy |
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|
2018
Q1 | $37K | Buy |
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|
2017
Q4 | $36K | Buy |
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|
2017
Q3 | $36K | Sell |
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|
2017
Q2 | $64K | Buy |
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