DWM
Drive 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 | $2.61M | Buy |
136,010
+13,149
| +11% | +$252K | 0.57% | 37 |
|
|
2025
Q1 | $2.46M | Buy |
122,861
+22,480
| +22% | +$450K | 0.58% | 34 |
|
|
2024
Q4 | $1.86M | Buy |
100,381
+15,896
| +19% | +$295K | 0.46% | 40 |
|
|
2024
Q3 | $1.73M | Buy |
+84,485
| New | +$1.73M | 0.45% | 36 |
|