FFWM
Future Financial 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 | $616K | Buy |
32,470
+1,163
| +4% | +$22.1K | 0.42% | 49 |
|
|
2025
Q1 | $620K | Buy |
31,307
+5,600
| +22% | +$111K | 0.45% | 46 |
|
|
2024
Q4 | $471K | Buy |
25,707
+84
| +0.3% | +$1.54K | 0.34% | 57 |
|
|
2024
Q3 | $519K | Buy |
25,623
+1,106
| +5% | +$22.4K | 0.37% | 57 |
|
|
2024
Q2 | $461K | Buy |
24,517
+5,824
| +31% | +$110K | 0.41% | 59 |
|
|
2024
Q1 | $361K | Buy |
18,693
+5,391
| +41% | +$104K | 0.28% | 69 |
|
|
2023
Q4 | $239K | Sell |
13,302
-4,862
| -27% | -$87.3K | 0.24% | 88 |
|
|
2023
Q3 | $314K | Buy |
18,164
+478
| +3% | +$8.26K | 0.35% | 71 |
|
|
2023
Q2 | $332K | Sell |
17,686
-3,000
| -15% | -$56.3K | 0.35% | 67 |
|
|
2023
Q1 | $374K | Buy |
+20,686
| New | +$374K | 0.41% | 66 |
|
|
2022
Q3 | – | Sell |
-9,000
| Closed | -$219K | – | 134 |
|
|
2022
Q2 | $219K | Hold |
9,000
| – | – | 0.21% | 115 |
|
|
2022
Q1 | $219K | Buy |
9,000
+3,000
| +50% | +$73K | 0.18% | 115 |
|
|
2021
Q4 | $157K | Buy |
+6,000
| New | +$157K | 0.13% | 143 |
|