Marks Group 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 | $1.71M | Hold |
|
|||||
|
2025
Q1 | $1.78M | Hold |
|
|||||
|
2024
Q4 | $1.65M | Hold |
|
|||||
|
2024
Q3 | $1.82M | Buy |
|
|||||
|
2024
Q2 | $1.68M | Buy |
|
|||||
|
2024
Q1 | $1.15M | Hold |
|
|||||
|
2023
Q4 | $1.07M | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $1.59M | Hold |
|
|||||
|
2023
Q1 | $1.53M | Buy |
|
|||||
|
2022
Q4 | $1.32M | Buy |
|
|||||
|
2022
Q3 | $1.33M | Buy |
|