Geneos Wealth Management’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.4K | Sell |
1,440
-4,440
| -76% | -$59.9K | ﹤0.01% | 2041 |
|
|
2025
Q1 | $81.6K | Buy |
5,880
+4,440
| +308% | +$61.6K | ﹤0.01% | 1674 |
|
|
2024
Q4 | $19.6K | Buy |
+1,440
| New | +$19.6K | ﹤0.01% | 1734 |
|
|
2022
Q1 | – | Sell |
-3,853
| Closed | -$75K | – | 2918 |
|
|
2021
Q4 | $75K | Buy |
3,853
+1,500
| +64% | +$29.2K | ﹤0.01% | 1293 |
|
|
2021
Q3 | $49K | Hold |
2,353
| – | – | ﹤0.01% | 1507 |
|
|
2021
Q2 | $52K | Buy |
+2,353
| New | +$52K | ﹤0.01% | 1466 |
|