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Evermay Wealth Management’s PIMCO Dynamic Income Fund PDI Stock Holding History

Evermay Wealth Management’s Portfolio PDI Stock Details PDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,500
Closed -$37K – 557
2022
Q1 		$37K Buy
+1,500
New +$36.9K 0.01% 326

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TWC
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HCM
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Evermay Wealth Management's PDI Position: Q2 2022 in Review

Evermay Wealth Management sold out of PIMCO Dynamic Income Fund (PDI) in Q2 2022, closing a stake of 1,500 shares — an estimated $37K sold.

Evermay Wealth Management first reported a position in PDI in Q1 2022 and held it in 1 quarter. The position peaked at $37K in Q1 2022. 231 funds tracked by Wall St. Rank hold PDI as of Q2 2022.

  • Evermay Wealth Management reported no remaining PIMCO Dynamic Income Fund position as of Q2 2022 after selling out during the quarter.
  • Evermay Wealth Management sold 1,500 PIMCO Dynamic Income Fund shares in Q2 2022, an estimated $37K.
  • Evermay Wealth Management first reported a position in PIMCO Dynamic Income Fund in Q1 2022 and held it in 1 quarter.
  • Evermay Wealth Management's PIMCO Dynamic Income Fund position peaked at $37K in Q1 2022.
  • 231 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2022.

Based on Evermay Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.