Journey Strategic Wealth’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-16,000
| Closed | -$196K | – | 324 |
|
|
2023
Q4 | $196K | Sell |
16,000
-20,317
| -56% | -$249K | 0.01% | 207 |
|
|
2023
Q3 | $431K | Buy |
36,317
+11,000
| +43% | +$131K | 0.02% | 91 |
|
|
2023
Q2 | $331K | Buy |
25,317
+2,197
| +10% | +$28.7K | 0.02% | 114 |
|
|
2023
Q1 | $287K | Buy |
23,120
+4,214
| +22% | +$52.3K | 0.03% | 162 |
|
|
2022
Q4 | $241K | Buy |
18,906
+4,022
| +27% | +$51.4K | 0.03% | 175 |
|
|
2022
Q3 | $196K | Buy |
+14,884
| New | +$196K | 0.03% | 160 |
|