Icon Wealth Advisors’s PIMCO Dynamic Income Fund PDI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
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|
2025
Q3 | $194K | Sell |
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|
2025
Q2 | $196K | Hold |
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|
2025
Q1 | $204K | Hold |
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|
2024
Q4 | $189K | Hold |
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|
2024
Q3 | $209K | Hold |
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|
2024
Q2 | $196K | Hold |
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|
2024
Q1 | $199K | Hold |
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|
2023
Q4 | $185K | Buy |
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|
2022
Q4 | $918K | Sell |
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|
2022
Q3 | $1.09M | Buy |
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