Melfa 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
Q3 | $315K | Hold |
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|
2025
Q2 | $302K | Sell |
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|
2025
Q1 | $333K | Hold |
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|
2024
Q4 | $308K | Sell |
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|
2024
Q3 | $347K | Hold |
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|
2024
Q2 | $322K | Hold |
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|
2024
Q1 | $330K | Hold |
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|
2023
Q4 | $307K | Hold |
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|
2023
Q3 | $296K | Hold |
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|
2023
Q2 | $321K | Sell |
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|
2023
Q1 | $318K | Sell |
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|
2022
Q4 | $329K | Buy |
|