SWM
Strategic Wealth Management’s PIMCO Dynamic Income Fund PDI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $5.19M | Buy |
200,185
+4,350
| +2% | +$113K | 2.56% | 9 |
|
|
2021
Q3 | $5.21M | Buy |
195,835
+1,306
| +0.7% | +$34.7K | 2.71% | 7 |
|
|
2021
Q2 | $5.6M | Buy |
194,529
+4,735
| +2% | +$136K | 3.02% | 7 |
|
|
2021
Q1 | $5.34M | Hold |
189,794
| – | – | 3.21% | 7 |
|
|
2020
Q4 | $5.02M | Sell |
189,794
-355
| -0.2% | -$9.38K | 3.08% | 8 |
|
|
2020
Q3 | $4.82M | Buy |
190,149
+51,339
| +37% | +$1.3M | 3.6% | 8 |
|
|
2020
Q2 | $3.43M | Buy |
+138,810
| New | +$3.43M | 3.18% | 9 |
|