Tradition 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
Q2 | $996K | Sell |
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|
2025
Q1 | $1.04M | Buy |
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|
2024
Q4 | $947K | Sell |
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|
2024
Q3 | $1.05M | Sell |
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|
2024
Q2 | $1.06M | Buy |
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|
2024
Q1 | $1.03M | Buy |
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|
2023
Q4 | $769K | Buy |
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|
2023
Q3 | $254K | Buy |
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|
2023
Q2 | $253K | Sell |
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|
2023
Q1 | $257K | Buy |
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|
2022
Q4 | $258K | Buy |
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|
2022
Q3 | $254K | Buy |
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|
2022
Q2 | $258K | Buy |
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|
2022
Q1 | $289K | Buy |
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|
2021
Q4 | $301K | Buy |
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|
2021
Q3 | $247K | Buy |
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|
2021
Q2 | $262K | Buy |
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|
2021
Q1 | $250K | Buy |
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|
2020
Q4 | $229K | Buy |
|