HB 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
2023
Q3
Sell
-18,539
Closed -$242K 776
2023
Q2
$242K Buy
18,539
+393
+2% +$5.13K ﹤0.01% 612
2023
Q1
$225K Buy
18,146
+7,971
+78% +$98.8K ﹤0.01% 641
2022
Q4
$130K Buy
+10,175
New +$130K ﹤0.01% 659