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Gilliland Jeter Wealth Management’s PIMCO Dynamic Income Fund PDI Stock Holding History

Gilliland Jeter Wealth Management’s Portfolio PDI Stock Details PDI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-8,611
Closed -$175K – 509
2024
Q3 		$175K Buy
8,611
+108
+1% +$2.19K 0.06% 179
2024
Q2 		$160K Buy
8,503
+102
+1% +$1.92K 0.05% 179
2024
Q1 		$162K Buy
+8,401
New +$162K 0.06% 183