U.S. Capital Wealth Advisors’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-61,705
| Closed | -$839K | – | 876 |
|
|
2024
Q4 | $839K | Sell |
61,705
-55,250
| -47% | -$751K | 0.03% | 456 |
|
|
2024
Q3 | $1.65M | Hold |
116,955
| – | – | 0.06% | 271 |
|
|
2024
Q2 | $1.55M | Sell |
116,955
-13,060
| -10% | -$174K | 0.06% | 278 |
|
|
2024
Q1 | $1.71M | Sell |
130,015
-5,830
| -4% | -$76.8K | 0.07% | 260 |
|
|
2023
Q4 | $1.66M | Sell |
135,845
-10,400
| -7% | -$127K | 0.07% | 260 |
|
|
2023
Q3 | $1.74M | Hold |
146,245
| – | – | 0.08% | 224 |
|
|
2023
Q2 | $1.91M | Buy |
146,245
+21,995
| +18% | +$287K | 0.09% | 217 |
|
|
2023
Q1 | $1.54M | Buy |
124,250
+1,530
| +1% | +$19K | 0.07% | 241 |
|
|
2022
Q4 | $1.57M | Buy |
122,720
+29,450
| +32% | +$376K | 0.07% | 249 |
|
|
2022
Q3 | $1.23M | Buy |
+93,270
| New | +$1.23M | 0.06% | 290 |
|