Onyx Bridge Wealth Group’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$170K	Hold	13,167	–	–	0.02%	353
2025 Q4	$182K	Hold	13,167	–	–	0.02%	344
2025 Q3	$186K	Hold	13,167	–	–	0.02%	344
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%	-$16.8K	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%	+$22.3K	0.09%	126
2021 Q4	$262K	Buy	13,241 +150	+1%	+$3.08K	0.09%	129
2021 Q3	$281K	Buy	+13,091	New	+$281K	0.11%	107