OBWG
PDO
Onyx Bridge Wealth Group’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $177K | Hold |
13,167
| – | – | 0.02% | 295 |
|
|
2025
Q1 | $183K | Hold |
13,167
| – | – | 0.03% | 271 |
|
|
2024
Q4 | $179K | Sell |
13,167
-74
| -0.6% | -$1.01K | 0.03% | 266 |
|
|
2024
Q3 | $187K | Hold |
13,241
| – | – | 0.03% | 262 |
|
|
2024
Q2 | $176K | Hold |
13,241
| – | – | 0.03% | 249 |
|
|
2024
Q1 | $172K | Hold |
13,241
| – | – | 0.03% | 239 |
|
|
2023
Q4 | $162K | Hold |
13,241
| – | – | 0.03% | 235 |
|
|
2023
Q3 | $157K | Hold |
13,241
| – | – | 0.04% | 218 |
|
|
2023
Q2 | $173K | Hold |
13,241
| – | – | 0.04% | 219 |
|
|
2023
Q1 | $164K | Sell |
13,241
-1,250
| -9% | -$15.5K | 0.07% | 166 |
|
|
2022
Q4 | $196K | Hold |
14,491
| – | – | 0.08% | 164 |
|
|
2022
Q3 | $192K | Hold |
14,491
| – | – | 0.09% | 148 |
|
|
2022
Q2 | $213K | Hold |
14,491
| – | – | 0.09% | 137 |
|
|
2022
Q1 | $234K | Buy |
14,491
+1,250
| +9% | +$20.2K | 0.09% | 126 |
|
|
2021
Q4 | $262K | Buy |
13,241
+150
| +1% | +$2.97K | 0.09% | 129 |
|
|
2021
Q3 | $281K | Buy |
+13,091
| New | +$281K | 0.11% | 107 |
|