Prospera Financial Services’s PIMCO Dynamic Income Fund PDI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $722K | Buy |
38,042
+3,389
| +10% | +$64.3K | 0.01% | 772 |
|
|
2025
Q1 | $686K | Buy |
34,653
+7,628
| +28% | +$151K | 0.02% | 674 |
|
|
2024
Q4 | $496K | Buy |
27,025
+12,289
| +83% | +$225K | 0.01% | 747 |
|
|
2024
Q3 | $299K | Buy |
+14,736
| New | +$299K | 0.01% | 921 |
|
|
2022
Q2 | – | Sell |
-1,971
| Closed | -$48K | – | 2315 |
|
|
2022
Q1 | $48K | Buy |
+1,971
| New | +$48K | ﹤0.01% | 1399 |
|