KWA
PDO
Kingswood Wealth Advisors’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13,530
| Closed | -$184K | – | 802 |
|
|
2024
Q4 | $184K | Buy |
+13,530
| New | +$184K | 0.01% | 743 |
|
|
2024
Q3 | – | Sell |
-17,719
| Closed | -$235K | – | 730 |
|
|
2024
Q2 | $235K | Sell |
17,719
-20,139
| -53% | -$268K | 0.02% | 591 |
|
|
2024
Q1 | $499K | Buy |
+37,858
| New | +$499K | 0.06% | 348 |
|
|
2023
Q4 | – | Sell |
-20,273
| Closed | -$241K | – | 664 |
|
|
2023
Q3 | $241K | Sell |
20,273
-1,138
| -5% | -$13.5K | 0.04% | 356 |
|
|
2023
Q2 | $280K | Buy |
+21,411
| New | +$280K | 0.09% | 205 |
|