Sugarloaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $14.8K | Sell |
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|
2024
Q3 | $25.4K | Hold |
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|
2024
Q2 | $23.6K | Hold |
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|
2024
Q1 | $24.2K | Sell |
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|
2023
Q4 | $34.5K | Sell |
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|
2023
Q3 | $40.9K | Hold |
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|
2023
Q2 | $44.3K | Hold |
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|
2023
Q1 | $42.6K | Sell |
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|
2022
Q4 | $307K | Sell |
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|
2022
Q3 | $359K | Buy |
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|
2022
Q2 | $385K | Sell |
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|
2022
Q1 | $541K | Buy |
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|
2021
Q4 | $573K | Buy |
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|
2021
Q3 | $94K | Sell |
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|
2021
Q2 | $129K | Buy |
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|
2021
Q1 | $125 | Buy |
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|
2020
Q4 | $116K | Buy |
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|
2020
Q3 | $111K | Buy |
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|
2020
Q2 | $107K | Buy |
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|
2020
Q1 | $94K | Buy |
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|
2019
Q4 | $138K | Buy |
|