Icon Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $790K | Sell |
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2023
Q2 | $885K | Buy |
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2023
Q1 | $837K | Buy |
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|
2022
Q2 | $1.31M | Hold |
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|
2022
Q1 | $1.53M | Sell |
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|
2021
Q4 | $1.66M | Buy |
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|
2021
Q3 | $1.58M | Sell |
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|
2021
Q2 | $1.72M | Hold |
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|
2021
Q1 | $1.68M | Hold |
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|
2020
Q4 | $1.58M | Buy |
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|
2020
Q3 | $1.47M | Sell |
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|
2020
Q2 | $1.47M | Hold |
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|
2020
Q1 | $1.31M | Sell |
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|
2019
Q4 | $1.98M | Buy |
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|
2019
Q3 | $1.96M | Buy |
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|
2019
Q2 | $1.93M | Buy |
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|
2019
Q1 | $1.93M | Sell |
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|
2018
Q4 | $1.86M | Buy |
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|
2018
Q3 | $2.13M | Buy |
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|
2018
Q2 | $1.96M | Hold |
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|
2018
Q1 | $1.91M | Sell |
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|
2017
Q4 | $1.97M | Buy |
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