OneDigital Investment Advisors’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 | $288K | Sell |
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|
2025
Q1 | $301K | Hold |
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|
2024
Q4 | $279K | Sell |
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|
2024
Q3 | $320K | Hold |
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|
2024
Q2 | $296K | Buy |
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|
2024
Q1 | $293K | Buy |
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|
2023
Q4 | $215K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $308K | Buy |
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|
2021
Q3 | $213K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $167K | Buy |
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|
2019
Q1 | $167K | Buy |
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|
2018
Q4 | $151K | Buy |
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