Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,276
| Closed | -$25K | – | 995 |
|
|
2024
Q3 | $25K | Hold |
1,276
| – | – | 0.01% | 633 |
|
|
2024
Q2 | $24K | Hold |
1,276
| – | – | 0.01% | 645 |
|
|
2024
Q1 | $24.6K | Hold |
1,276
| – | – | 0.01% | 627 |
|
|
2023
Q4 | $22K | Hold |
1,276
| – | – | 0.01% | 627 |
|
|
2023
Q3 | $22K | Buy |
+1,276
| New | +$22K | 0.01% | 621 |
|
|
2023
Q1 | $23K | Buy |
+1,276
| New | +$23K | 0.01% | 613 |
|
|
2022
Q4 | – | Sell |
-1,276
| Closed | -$24K | – | 868 |
|
|
2022
Q3 | $24K | Buy |
+1,276
| New | +$24K | 0.01% | 539 |
|