CreativeOne Wealth’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $671K | Hold |
49,750
| – | – | 0.02% | 657 |
|
|
2025
Q1 | $691K | Buy |
49,750
+18,250
| +58% | +$253K | 0.02% | 595 |
|
|
2024
Q4 | $428K | Buy |
+31,500
| New | +$428K | 0.01% | 744 |
|
|
2023
Q1 | – | Sell |
-67,638
| Closed | -$864K | – | 824 |
|
|
2022
Q4 | $864K | Buy |
67,638
+12,326
| +22% | +$157K | 0.05% | 312 |
|
|
2022
Q3 | $730K | Buy |
+55,312
| New | +$730K | 0.04% | 327 |
|