Regal Investment Advisors’s PIMCO Dynamic Income Strategy Fund PDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Sell |
12,889
-680
| -5% | -$16.8K | 0.02% | 417 |
|
|
2025
Q1 | $333K | Hold |
13,569
| – | – | 0.03% | 384 |
|
|
2024
Q4 | $355K | Hold |
13,569
| – | – | 0.03% | 380 |
|
|
2024
Q3 | $320K | Sell |
13,569
-1,000
| -7% | -$23.6K | 0.02% | 439 |
|
|
2024
Q2 | $325K | Sell |
14,569
-680
| -4% | -$15.2K | 0.02% | 443 |
|
|
2024
Q1 | $323K | Buy |
+15,249
| New | +$323K | 0.02% | 442 |
|