Lehman & Derafelo Financial Resources’s PIMCO Dynamic Income Fund PDI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$861K Sell
46,606
-5,565
-11% -$103K 0.26% 50
2022
Q3
$1.02M Sell
52,171
-7,364
-12% -$144K 0.32% 38
2022
Q2
$1.26M Sell
59,535
-7,202
-11% -$152K 0.39% 40
2022
Q1
$1.64M Hold
66,737
0.46% 36
2021
Q4
$1.73M Buy
+66,737
New +$1.73M 0.52% 31