Herold Advisors’s PIMCO Dynamic Income Fund PDI Stock Holding History

Herold Advisors’s Portfolio PDI Stock Details PDI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$261K	Buy
2025 Q2	$219K	Buy
2022 Q2	–	Hold
2022 Q1	–	Hold
2021 Q4	–	Sell
2021 Q3	$10K	Buy