Concourse Financial Group Securities’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
Q1 | – | Sell |
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|
2024
Q4 | $82.3K | Hold |
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|
2024
Q3 | $87.3K | Buy |
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|
2024
Q2 | $71.6K | Hold |
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|
2024
Q1 | $73.4K | Buy |
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|
2023
Q4 | $44.7K | Hold |
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|
2023
Q3 | $43.1K | Hold |
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|
2023
Q2 | $46.7K | Hold |
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|
2023
Q1 | $44.9K | Hold |
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|
2022
Q4 | $46K | Hold |
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|
2022
Q3 | $48K | Buy |
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|
2022
Q2 | $23K | Hold |
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|
2022
Q1 | $27K | Sell |
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|
2021
Q4 | $533K | Buy |
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|
2021
Q3 | $265K | Buy |
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|
2021
Q2 | $288K | Buy |
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|
2021
Q1 | $273K | Buy |
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|
2020
Q4 | $208K | Buy |
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|
2020
Q3 | $169K | Buy |
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|
2020
Q2 | $160K | Sell |
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|
2020
Q1 | $154K | Sell |
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|
2019
Q4 | $249K | Buy |
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|
2019
Q3 | $21K | Sell |
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|
2019
Q2 | $252K | Sell |
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|
2019
Q1 | $4.25M | Buy |
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|
2018
Q4 | $211K | Buy |
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|
2018
Q3 | – | Hold |
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