GFG
Goldstone Financial Group’s PIMCO Dynamic Income Fund PDI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $886K | Buy |
46,345
+620
| +1% | +$11.8K | 0.12% | 108 |
|
|
2025
Q1 | $905K | Sell |
45,725
-14,022
| -23% | -$278K | 0.14% | 94 |
|
|
2024
Q4 | $1.1M | Buy |
59,747
+6,585
| +12% | +$121K | 0.17% | 88 |
|
|
2024
Q3 | $1.08M | Buy |
53,162
+1,743
| +3% | +$35.3K | 0.19% | 85 |
|
|
2024
Q2 | $967K | Buy |
51,419
+26,117
| +103% | +$491K | 0.19% | 83 |
|
|
2024
Q1 | $488K | Buy |
25,302
+5,494
| +28% | +$106K | 0.11% | 105 |
|
|
2023
Q4 | $356K | Sell |
19,808
-865
| -4% | -$15.5K | 0.09% | 111 |
|
|
2023
Q3 | $357K | Buy |
20,673
+6,414
| +45% | +$111K | 0.11% | 107 |
|
|
2023
Q2 | $267K | Buy |
+14,259
| New | +$267K | 0.08% | 136 |
|