IFP 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
Q2 | $300K | Sell |
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|
2025
Q1 | $914K | Sell |
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|
2024
Q4 | $3.36M | Sell |
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|
2024
Q3 | $6.52M | Buy |
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|
2024
Q2 | $5.6M | Buy |
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|
2024
Q1 | $4.72M | Buy |
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|
2023
Q4 | $3.89M | Buy |
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|
2023
Q3 | $2.64M | Buy |
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|
2023
Q2 | $103K | Sell |
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|
2023
Q1 | $177K | Sell |
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|
2022
Q4 | $253K | Sell |
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|
2022
Q3 | $620K | Buy |
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|
2022
Q2 | $617K | Hold |
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|
2022
Q1 | $617K | Buy |
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|
2019
Q1 | $280K | Sell |
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|
2018
Q4 | $272K | Sell |
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|
2018
Q3 | $971K | Buy |
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|
2018
Q2 | $718K | Sell |
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|
2018
Q1 | $1.78M | Hold |
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|
2017
Q4 | $1.78M | Buy |
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|
2017
Q3 | $1.77M | Buy |
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|
2017
Q2 | $1.42M | Buy |
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|
2017
Q1 | $1.13M | Buy |
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|
2016
Q4 | $448K | Buy |
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|
2016
Q3 | $300K | Buy |
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|
2016
Q2 | $110K | Sell |
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|
2016
Q1 | $280K | Buy |
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|
2015
Q4 | $53K | Buy |
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