Heritage Wealth Management (Arizona)’s PIMCO Dynamic Income Fund PDI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $24.6K | Buy |
1,330
+665
| +100% | +$12.3K | ﹤0.01% | 628 |
|
|
2022
Q3 | $13K | Hold |
665
| – | – | ﹤0.01% | 615 |
|
|
2022
Q2 | $13.9K | Hold |
665
| – | – | ﹤0.01% | 610 |
|
|
2022
Q1 | $16K | Buy |
+665
| New | +$16K | ﹤0.01% | 634 |
|
|
2021
Q3 | $18K | Sell |
665
-96
| -13% | -$2.6K | 0.01% | 571 |
|
|
2021
Q2 | $22K | Buy |
+761
| New | +$22K | 0.01% | 552 |
|