Stratos Wealth Advisors’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 | $983K | Buy |
51,811
+1,520
| +3% | +$28.8K | 0.05% | 316 |
|
|
2025
Q1 | $996K | Sell |
50,291
-49
| -0.1% | -$970 | 0.05% | 301 |
|
|
2024
Q4 | $923K | Buy |
50,340
+1,309
| +3% | +$24K | 0.04% | 345 |
|
|
2024
Q3 | $994K | Buy |
49,031
+3,365
| +7% | +$68.2K | 0.05% | 351 |
|
|
2024
Q2 | $859K | Buy |
45,666
+1,304
| +3% | +$24.5K | 0.04% | 356 |
|
|
2024
Q1 | $856K | Buy |
44,362
+1,288
| +3% | +$24.8K | 0.05% | 357 |
|
|
2023
Q4 | $773K | Buy |
43,074
+1,331
| +3% | +$23.9K | 0.04% | 377 |
|
|
2023
Q3 | $721K | Buy |
+41,743
| New | +$721K | 0.05% | 369 |
|