Waverly 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
2023
Q4
Sell
-10,201
Closed -$121K 455
2023
Q3
$121K Buy
10,201
+100
+1% +$1.19K 0.01% 398
2023
Q2
$132K Buy
+10,101
New +$132K 0.01% 355