EverSource Wealth Advisors’s PIMCO Dynamic Income Fund PDI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $94.9K | Hold |
5,000
| – | – | ﹤0.01% | 1228 |
|
|
2025
Q1 | $99K | Buy |
5,000
+1,000
| +25% | +$19.8K | 0.01% | 919 |
|
|
2024
Q4 | $73.4K | Hold |
4,000
| – | – | ﹤0.01% | 1026 |
|
|
2024
Q3 | $81.1K | Buy |
4,000
+1,000
| +33% | +$20.3K | 0.01% | 869 |
|
|
2024
Q2 | $57K | Buy |
+3,000
| New | +$57K | ﹤0.01% | 1034 |
|
|
2023
Q1 | – | Sell |
-400
| Closed | -$7.39K | – | 2499 |
|
|
2022
Q4 | $7.39K | Buy |
+400
| New | +$7.39K | ﹤0.01% | 1453 |
|