Outlook Wealth 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 | $1.03M | Buy |
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2025
Q1 | $1.07M | Buy |
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|
2024
Q4 | $660K | Sell |
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|
2024
Q3 | $761K | Buy |
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|
2024
Q2 | $664K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $576K | Sell |
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|
2021
Q2 | $635K | Buy |
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|
2021
Q1 | $241K | Sell |
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|
2020
Q4 | $233K | Sell |
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|
2020
Q3 | $279K | Sell |
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|
2020
Q2 | $362K | Sell |
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|
2020
Q1 | $667K | Buy |
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