Kingsview Wealth Management’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 | $265K | Sell |
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|
2025
Q1 | $330K | Buy |
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|
2024
Q4 | $245K | Buy |
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|
2024
Q3 | $239K | Buy |
|
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|
2024
Q2 | $219K | Buy |
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|
2024
Q1 | $222K | Sell |
|
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|
2023
Q4 | $228K | Buy |
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|
2023
Q3 | $218K | Sell |
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|
2023
Q2 | $284K | Sell |
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|
2023
Q1 | $287K | Buy |
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|
2022
Q4 | $199K | Sell |
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|
2022
Q3 | $219K | Buy |
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|
2022
Q2 | $214K | Sell |
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|
2022
Q1 | $451K | Buy |
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|
2021
Q4 | $472K | Sell |
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|
2021
Q3 | $493K | Buy |
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|
2021
Q2 | $473K | Buy |
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|
2021
Q1 | $423K | Buy |
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