GWP
Gateway 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 | $316K | Buy |
16,633
+5,855
| +54% | +$111K | 0.06% | 270 |
|
|
2025
Q1 | $213K | Buy |
10,778
+461
| +4% | +$9.13K | 0.05% | 294 |
|
|
2024
Q4 | $189K | Sell |
10,317
-745
| -7% | -$13.7K | 0.05% | 290 |
|
|
2024
Q3 | $224K | Sell |
11,062
-1,146
| -9% | -$23.2K | 0.06% | 257 |
|
|
2024
Q2 | $230K | Sell |
12,208
-7,394
| -38% | -$139K | 0.07% | 241 |
|
|
2024
Q1 | $378K | Sell |
19,602
-1,992
| -9% | -$38.4K | 0.14% | 145 |
|
|
2023
Q4 | $388K | Buy |
+21,594
| New | +$388K | 0.16% | 127 |
|