U.S. Capital 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 | $3.25M | Buy |
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|
2025
Q2 | $2.81M | Buy |
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|
2025
Q1 | $2.91M | Buy |
|
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|
2024
Q4 | $2.62M | Sell |
|
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|
2024
Q3 | $3M | Buy |
|
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|
2024
Q2 | $2.76M | Buy |
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|
2024
Q1 | $2.76M | Buy |
|
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|
2023
Q4 | $2.47M | Sell |
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|
2023
Q3 | $2.42M | Hold |
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|
2023
Q2 | $2.63M | Sell |
|
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|
2023
Q1 | $2.74M | Sell |
|
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|
2022
Q4 | $3.16M | Buy |
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|
2022
Q3 | $3.17M | Buy |
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|
2022
Q2 | $3.06M | Buy |
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|
2022
Q1 | $1.64M | Buy |
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|
2021
Q4 | $1.33M | Buy |
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|
2021
Q3 | $959K | Buy |
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