J.W. Cole Advisors’s PIMCO Dynamic Income Fund PDI Stock Holding History

J.W. Cole Advisors’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	$31.1M	Buy
2025 Q2	$28.1M	Buy
2025 Q1	$28.3M	Buy
2024 Q4	$1.91M	Buy
2024 Q3	$1.82M	Buy
2024 Q2	$1.16M	Buy
2024 Q1	$810K	Buy
2023 Q4	$499K	Buy
2023 Q3	$391K	Buy