IFP Advisors’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68.7K | Sell |
5,100
-12
| -0.2% | -$162 | ﹤0.01% | 1867 |
|
|
2025
Q1 | $71K | Sell |
5,112
-7,077
| -58% | -$98.2K | ﹤0.01% | 1713 |
|
|
2024
Q4 | $166K | Buy |
12,189
+194
| +2% | +$2.64K | 0.01% | 1222 |
|
|
2024
Q3 | $169K | Buy |
11,995
+892
| +8% | +$12.6K | 0.01% | 1162 |
|
|
2024
Q2 | $148K | Buy |
11,103
+3,341
| +43% | +$44.4K | 0.01% | 1190 |
|
|
2024
Q1 | $102K | Buy |
7,762
+6,762
| +676% | +$89.1K | ﹤0.01% | 1276 |
|
|
2023
Q4 | $12.2K | Hold |
1,000
| – | – | ﹤0.01% | 2114 |
|
|
2023
Q3 | $11.9K | Sell |
1,000
-50
| -5% | -$594 | ﹤0.01% | 2181 |
|
|
2023
Q2 | $13.7K | Sell |
1,050
-3,838
| -79% | -$50.1K | ﹤0.01% | 2181 |
|
|
2023
Q1 | $97.8K | Buy |
4,888
+3,223
| +194% | +$64.5K | ﹤0.01% | 1263 |
|
|
2022
Q4 | $33K | Hold |
1,665
| – | – | ﹤0.01% | 2534 |
|
|
2022
Q3 | $33K | Hold |
1,665
| – | – | ﹤0.01% | 2700 |
|
|
2022
Q2 | $33K | Hold |
1,665
| – | – | ﹤0.01% | 2466 |
|
|
2022
Q1 | $33K | Buy |
+1,665
| New | +$33K | ﹤0.01% | 2466 |
|