Valley National Advisers’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
Q2 | $1K | Hold |
75
| – | – | ﹤0.01% | 787 |
|
|
2025
Q1 | $1K | Hold |
75
| – | – | ﹤0.01% | 786 |
|
|
2024
Q4 | $1K | Hold |
75
| – | – | ﹤0.01% | 746 |
|
|
2024
Q3 | $1K | Buy |
+75
| New | +$1K | ﹤0.01% | 714 |
|
|
2023
Q4 | – | Sell |
-75
| Closed | -$1K | – | 1256 |
|
|
2023
Q3 | $1K | Hold |
75
| – | – | ﹤0.01% | 987 |
|
|
2023
Q2 | $1K | Hold |
75
| – | – | ﹤0.01% | 921 |
|
|
2023
Q1 | $1K | Hold |
75
| – | – | ﹤0.01% | 837 |
|
|
2022
Q4 | $1K | Hold |
75
| – | – | ﹤0.01% | 807 |
|
|
2022
Q3 | $1K | Hold |
75
| – | – | ﹤0.01% | 863 |
|
|
2022
Q2 | $1K | Hold |
75
| – | – | ﹤0.01% | 843 |
|
|
2022
Q1 | $1K | Buy |
75
+44
| +142% | +$587 | ﹤0.01% | 863 |
|
|
2021
Q4 | $1K | Buy |
31
+3
| +11% | +$97 | ﹤0.01% | 866 |
|
|
2021
Q3 | $1K | Buy |
28
+8
| +40% | +$286 | ﹤0.01% | 831 |
|
|
2021
Q2 | $0 | Buy |
+20
| New | – | ﹤0.01% | 928 |
|