Cyndeo Wealth Partners’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
Q3 | $8.43M | Sell |
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|
2025
Q2 | $8.17M | Buy |
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|
2025
Q1 | $7.37M | Buy |
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|
2024
Q4 | $4.67M | Buy |
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|
2024
Q3 | $1.45M | Sell |
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|
2024
Q2 | $1.64M | Sell |
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|
2024
Q1 | $2.27M | Hold |
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|
2023
Q4 | $2.11M | Buy |
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|
2023
Q3 | $1.59M | Hold |
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|
2023
Q2 | $1.72M | Sell |
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|
2023
Q1 | $1.72M | Buy |
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|
2022
Q4 | $1.02M | Buy |
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