Cornerstone Wealth Management’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 | $490K | Sell |
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|
2025
Q1 | $542K | Buy |
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|
2024
Q4 | $397K | Buy |
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|
2024
Q3 | $405K | Buy |
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|
2024
Q2 | $327K | Buy |
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|
2024
Q1 | $264K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $920K | Sell |
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|
2021
Q1 | $1.36M | Buy |
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|
2020
Q4 | $1.23M | Buy |
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|
2020
Q3 | $601K | Buy |
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|
2020
Q2 | $340K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $301K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $13.3M | Sell |
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|
2018
Q2 | $21M | Buy |
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|
2018
Q1 | $483K | Sell |
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|
2017
Q4 | $475K | Buy |
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|
2017
Q3 | $407K | Buy |
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