KCFA
Key Client Fiduciary Advisors’s PIMCO Dynamic Income Fund PDI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $693K | Buy |
36,537
+4,145
| +13% | +$78.6K | 0.28% | 79 |
|
|
2025
Q1 | $641K | Buy |
32,392
+640
| +2% | +$12.7K | 0.29% | 80 |
|
|
2024
Q4 | $582K | Buy |
31,752
+4,088
| +15% | +$75K | 0.26% | 89 |
|
|
2024
Q3 | $561K | Buy |
27,664
+9,264
| +50% | +$188K | 0.25% | 90 |
|
|
2024
Q2 | $346K | Buy |
18,400
+7,100
| +63% | +$134K | 0.17% | 126 |
|
|
2024
Q1 | $218K | Buy |
+11,300
| New | +$218K | 0.12% | 167 |
|