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

Heirloom Wealth Management’s Portfolio PDI Stock Details PDI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$377K	Buy
2023 Q1	–	Sell
2022 Q4	$531K	Buy
2022 Q2	$604K	Sell
2022 Q1	$593K	Buy
2021 Q4	$624K	Buy