Institute for Wealth Management’s PIMCO Dynamic Income Fund PDI Stock Holding History

Institute for Wealth Management’s Portfolio PDI Stock Details PDI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$243K	Buy
2025 Q2	$232K	Buy
2025 Q1	$241K	Buy
2020 Q3	–	Sell
2020 Q2	$551K	Buy
2020 Q1	$446K	Buy
2019 Q4	$565K	Buy
2019 Q3	$528K	Buy
2019 Q2	$219K	Buy
2019 Q1	$217K	Buy