PIWA
PDO

Prevail Innovative Wealth Advisors’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-104,199
Closed -$1.28M 182
2023
Q4
$1.28M Buy
104,199
+22,992
+28% +$281K 0.61% 66
2023
Q3
$965K Buy
+81,207
New +$965K 0.5% 65