GSWM
PDX

Golden State Wealth Management’s PIMCO Dynamic Income Strategy Fund PDX Stock Holding History

Golden State Wealth Management’s Portfolio PDX Stock Details PDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-500
Closed -$9K – 677
2019
Q3 		$9K Buy
+500
New +$9.42K ﹤0.01% 769

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Golden State Wealth Management's PDX Position: Q4 2019 in Review

Golden State Wealth Management sold out of PIMCO Dynamic Income Strategy Fund (PDX) in Q4 2019, closing a stake of 500 shares — an estimated $9K sold.

Golden State Wealth Management first reported a position in PDX in Q3 2019 and held it in 1 quarter. The position peaked at $9K in Q3 2019. 54 funds tracked by Wall St. Rank hold PDX as of Q4 2019.

  • Golden State Wealth Management reported no remaining PIMCO Dynamic Income Strategy Fund position as of Q4 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 500 PIMCO Dynamic Income Strategy Fund shares in Q4 2019, an estimated $9K.
  • Golden State Wealth Management first reported a position in PIMCO Dynamic Income Strategy Fund in Q3 2019 and held it in 1 quarter.
  • Golden State Wealth Management's PIMCO Dynamic Income Strategy Fund position peaked at $9K in Q3 2019.
  • 54 funds tracked by Wall St. Rank held PIMCO Dynamic Income Strategy Fund as of Q4 2019.

Based on Golden State Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.