CIA
Concurrent Investment Advisors’s PIMCO Dynamic Income Fund PDI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $393K | Buy |
20,733
+7,379
| +55% | +$140K | 0.01% | 934 |
|
|
2025
Q1 | $264K | Buy |
+13,354
| New | +$264K | 0.01% | 983 |
|
|
2024
Q3 | – | Sell |
-10,755
| Closed | -$202K | – | 1043 |
|
|
2024
Q2 | $202K | Sell |
10,755
-657
| -6% | -$12.4K | 0.01% | 863 |
|
|
2024
Q1 | $220K | Sell |
11,412
-659
| -5% | -$12.7K | 0.01% | 762 |
|
|
2023
Q4 | $217K | Buy |
+12,071
| New | +$217K | 0.01% | 740 |
|