MWC
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MBM Wealth Consultants’s PIMCO Dynamic Income Fund PDI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-6,461
Closed -$172K 302
2021
Q3
$172K Sell
6,461
-350
-5% -$9.32K 0.08% 109
2021
Q2
$196K Hold
6,811
0.09% 99
2021
Q1
$192K Buy
+6,811
New +$192K 0.1% 89