Golden State Wealth Management’s PIMCO Dynamic Income Fund PDI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $120K | Buy |
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|
2025
Q2 | $112K | Buy |
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|
2025
Q1 | $113K | Buy |
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|
2024
Q4 | $101K | Buy |
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|
2022
Q1 | $984K | Sell |
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|
2021
Q4 | $1.09M | Buy |
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|
2021
Q3 | $343K | Sell |
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|
2021
Q2 | $637K | Buy |
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|
2021
Q1 | $572K | Buy |
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|
2020
Q4 | $439K | Buy |
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|
2020
Q3 | $390K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $235K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $360K | Sell |
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|
2019
Q2 | $399K | Buy |
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|
2019
Q1 | $396K | Buy |
|