Summit Financial Wealth Advisors’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 | $532K | Buy |
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|
2025
Q2 | $482K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $241K | Hold |
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|
2018
Q1 | $241K | Hold |
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|
2017
Q4 | $234K | Hold |
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|
2017
Q3 | $241K | Sell |
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|
2017
Q2 | $275K | Hold |
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|
2017
Q1 | $263K | Sell |
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|
2016
Q4 | $274K | Hold |
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|
2016
Q3 | $282K | Sell |
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|
2016
Q2 | $415K | Sell |
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|
2016
Q1 | $444K | Sell |
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|
2015
Q4 | $473K | Hold |
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|
2015
Q3 | $498K | Sell |
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|
2015
Q2 | $519K | Buy |
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