PWM
PDX

Perigon Wealth Management’s PIMCO Dynamic Income Strategy Fund PDX Stock Holding History

Perigon Wealth Management’s Portfolio PDX Stock Details PDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-11,600
Closed -$230K – 862
2023
Q3 		$230K Hold
11,600
– – 0.01% 689
2023
Q2 		$183K Buy
+11,600
New +$183K 0.01% 739