J.W. Cole Advisors’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $4.93M | Sell |
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|
2025
Q3 | $5.42M | Buy |
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|
2025
Q2 | $4.6M | Buy |
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|
2025
Q1 | $4.51M | Buy |
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|
2024
Q4 | $1.57M | Buy |
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|
2024
Q3 | $1.28M | Buy |
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|
2024
Q2 | $681K | Buy |
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|
2024
Q1 | $537K | Buy |
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|
2023
Q4 | $487K | Sell |
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|
2023
Q3 | $482K | Sell |
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|
2023
Q2 | $593K | Buy |
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|
2023
Q1 | $547K | Buy |
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|
2022
Q4 | $485K | Buy |
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|
2022
Q3 | $455K | Buy |
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|
2022
Q2 | $408K | Sell |
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|
2022
Q1 | $518K | Buy |
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|
2021
Q4 | $481K | Buy |
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