Spire Wealth Management’s PIMCO Dynamic Income Fund PDI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $268K | Sell |
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|
2025
Q2 | $307K | Sell |
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|
2025
Q1 | $375K | Buy |
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|
2024
Q4 | $295K | Sell |
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|
2024
Q3 | $458K | Sell |
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|
2024
Q2 | $529K | Sell |
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|
2024
Q1 | $795K | Buy |
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|
2023
Q4 | $686K | Sell |
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|
2023
Q3 | $790K | Sell |
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|
2023
Q2 | $868K | Sell |
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|
2023
Q1 | $918K | Buy |
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|
2022
Q4 | $521K | Buy |
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|
2022
Q3 | $495K | Sell |
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|
2022
Q2 | $815K | Sell |
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|
2022
Q1 | $1.3M | Sell |
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|
2021
Q4 | $1.57M | Buy |
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|
2021
Q3 | $998K | Buy |
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|
2021
Q2 | $824K | Buy |
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|
2021
Q1 | $649K | Buy |
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