DWM
Diversify Wealth Management’s PIMCO Dynamic Income Fund PDI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $628K | Buy |
32,935
+2,378
| +8% | +$45.4K | 0.04% | 335 |
|
|
2025
Q1 | $563K | Buy |
30,557
+10,752
| +54% | +$198K | 0.04% | 337 |
|
|
2024
Q4 | $373K | Buy |
19,805
+3,509
| +22% | +$66.1K | 0.03% | 401 |
|
|
2024
Q3 | $320K | Buy |
+16,296
| New | +$320K | 0.03% | 385 |
|