FWP
Firethorn Wealth Partners’s PIMCO Dynamic Income Fund PDI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $193K | Buy |
+10,152
| New | +$193K | 0.08% | 165 |
|
|
2022
Q2 | – | Sell |
-31,644
| Closed | -$771K | – | 140 |
|
|
2022
Q1 | $771K | Sell |
31,644
-4,271
| -12% | -$104K | 0.58% | 40 |
|
|
2021
Q4 | $931K | Buy |
+35,915
| New | +$931K | 0.7% | 34 |
|
|
2021
Q2 | $359K | Buy |
12,445
+298
| +2% | +$8.6K | 0.3% | 76 |
|
|
2021
Q1 | $342K | Buy |
+12,147
| New | +$342K | 0.32% | 76 |
|