IWP
PDO

Icon Wealth Partners’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Icon Wealth Partners’s Portfolio PDO Stock Details PDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-13,138
Closed -$257K – 347
2021
Q4 		$257K Buy
13,138
+298
+2% +$5.83K 0.03% 282
2021
Q3 		$269K Buy
+12,840
New +$269K 0.03% 294