Journey Strategic Wealth’s PIMCO Dynamic Income Fund PDI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$234K Buy
+12,326
New +$234K 0.01% 545
2024
Q1
Sell
-30,500
Closed -$547K 323
2023
Q4
$547K Sell
30,500
-35,800
-54% -$643K 0.03% 97
2023
Q3
$1.15M Buy
+66,300
New +$1.15M 0.05% 51