IFWM
Institute for Wealth Management’s PIMCO Dynamic Income Fund PDI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Buy |
12,205
+50
| +0.4% | +$949 | 0.03% | 503 |
|
|
2025
Q1 | $241K | Buy |
+12,155
| New | +$241K | 0.03% | 468 |
|
|
2020
Q3 | – | Sell |
-22,298
| Closed | -$551K | – | 434 |
|
|
2020
Q2 | $551K | Buy |
22,298
+2,101
| +10% | +$51.9K | 0.13% | 210 |
|
|
2020
Q1 | $446K | Buy |
20,197
+2,775
| +16% | +$61.3K | 0.14% | 200 |
|
|
2019
Q4 | $565K | Buy |
17,422
+1,193
| +7% | +$38.7K | 0.13% | 227 |
|
|
2019
Q3 | $528K | Buy |
16,229
+9,408
| +138% | +$306K | 0.13% | 225 |
|
|
2019
Q2 | $219K | Buy |
6,821
+67
| +1% | +$2.15K | 0.05% | 415 |
|
|
2019
Q1 | $217K | Buy |
+6,754
| New | +$217K | 0.05% | 399 |
|