Prosperity Wealth Management’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 | $328K | Buy |
17,301
+1,957
| +13% | +$37.1K | 0.12% | 165 |
|
|
2025
Q1 | $304K | Sell |
15,344
-65
| -0.4% | -$1.29K | 0.14% | 146 |
|
|
2024
Q4 | $283K | Sell |
15,409
-7,353
| -32% | -$135K | 0.12% | 158 |
|
|
2024
Q3 | $461K | Buy |
22,762
+11,205
| +97% | +$227K | 0.18% | 86 |
|
|
2024
Q2 | $217K | Buy |
+11,557
| New | +$217K | 0.11% | 160 |
|
|
2024
Q1 | – | Sell |
-10,226
| Closed | -$184K | – | 178 |
|
|
2023
Q4 | $184K | Sell |
10,226
-13,837
| -58% | -$248K | 0.12% | 131 |
|
|
2023
Q3 | $416K | Buy |
+24,063
| New | +$416K | 0.27% | 65 |
|