Kellett Wealth Advisors’s PIMCO Dynamic Income Fund PDI Stock Holding History

Kellett Wealth Advisors’s Portfolio PDI Stock Details PDI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell
2023 Q3	$283K	Sell
2023 Q2	$370K	Sell
2023 Q1	$386K	Sell
2022 Q4	$438K	Sell
2022 Q3	$532K	Sell
2022 Q2	$628K	Sell
2022 Q1	$837K	Sell
2021 Q4	$1.01M	Buy