Kaizen Financial Strategies’s PIMCO Dynamic Income Fund PDI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $654K | Buy |
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|
2025
Q1 | $640K | Buy |
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|
2024
Q4 | $592K | Sell |
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|
2024
Q3 | $1.04M | Buy |
|
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|
2024
Q2 | $966K | Buy |
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|
2024
Q1 | $968K | Buy |
|
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|
2023
Q4 | $872K | Sell |
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|
2023
Q3 | $881K | Sell |
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|
2023
Q2 | $970K | Buy |
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|
2023
Q1 | $912K | Sell |
|
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|
2022
Q4 | $1.04M | Sell |
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|
2022
Q3 | $1.05M | Sell |
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|
2022
Q2 | $1.17M | Sell |
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|
2022
Q1 | $1.4M | Buy |
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|
2021
Q4 | $1.45M | Buy |
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|
2021
Q3 | $439K | Buy |
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|
2021
Q1 | $414K | Sell |
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|
2020
Q4 | $466K | Buy |
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