SOA Wealth Advisors’s PIMCO Dynamic Income Fund PDI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-163
| Closed | -$3.06K | – | 957 |
|
|
2023
Q2 | $3.06K | Hold |
163
| – | – | ﹤0.01% | 676 |
|
|
2023
Q1 | $2.94K | Hold |
163
| – | – | ﹤0.01% | 683 |
|
|
2022
Q4 | $3.01K | Hold |
163
| – | – | ﹤0.01% | 685 |
|
|
2022
Q3 | $3K | Hold |
163
| – | – | ﹤0.01% | 673 |
|
|
2022
Q2 | $3K | Hold |
163
| – | – | ﹤0.01% | 655 |
|
|
2022
Q1 | $3K | Hold |
163
| – | – | ﹤0.01% | 758 |
|
|
2021
Q4 | $4K | Buy |
+163
| New | +$4K | ﹤0.01% | 698 |
|