Valeo Financial Advisors’s PIMCO Dynamic Income Fund PDI Stock Holding History

Valeo Financial Advisors’s Portfolio PDI Stock Details PDI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$576K	Buy
2025 Q2	$548K	Sell
2025 Q1	$703K	Buy
2024 Q4	$578K	Buy
2024 Q3	$506K	Buy
2024 Q2	$243K	Buy