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Elm3 Financial Group’s PIMCO Dynamic Income Fund PDI Stock Holding History

Elm3 Financial Group’s Portfolio PDI Stock Details PDI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.6M Buy
84,325
+7,944
+10% +$151K 1.33% 18
2025
Q1 		$1.51M Sell
76,381
-3,644
-5% -$72.2K 1.33% 19
2024
Q4 		$1.47M Buy
+80,025
New +$1.47M 1.25% 19