Perigon Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $227K | Sell |
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|
2025
Q2 | $217K | Sell |
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|
2025
Q1 | $242K | Buy |
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|
2024
Q4 | $233K | Buy |
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|
2024
Q3 | $163K | Buy |
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|
2024
Q2 | $145K | Buy |
|
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|
2024
Q1 | $140K | Sell |
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|
2023
Q4 | $372K | Sell |
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|
2023
Q3 | $379K | Buy |
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|
2023
Q2 | $372K | Buy |
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|
2023
Q1 | $336K | Sell |
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|
2022
Q4 | $359K | Buy |
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