United Capital Financial 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 | $265K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $329K | Buy |
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|
2024
Q4 | $202K | Hold |
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|
2024
Q3 | $223K | Hold |
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|
2024
Q2 | $207K | Sell |
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|
2024
Q1 | $244K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $736K | Sell |
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|
2020
Q1 | $727K | Sell |
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|
2019
Q4 | $1.33M | Sell |
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|
2019
Q3 | $1.35M | Buy |
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|
2019
Q2 | $1.23M | Buy |
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|
2019
Q1 | $931K | Buy |
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|
2018
Q4 | $628K | Buy |
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|
2018
Q3 | $692K | Buy |
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|
2018
Q2 | $403K | Buy |
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|
2018
Q1 | $298K | Buy |
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|
2017
Q4 | $209K | Buy |
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