Wealth Enhancement Advisory Services’s PIMCO Dynamic Income Fund PDI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.56M | Sell |
133,891
-14,542
| -10% | -$278K | ﹤0.01% | 1229 |
|
|
2025
Q1 | $2.94M | Sell |
148,433
-13,328
| -8% | -$264K | 0.01% | 1046 |
|
|
2024
Q4 | $2.97M | Sell |
161,761
-4,662
| -3% | -$85.5K | 0.01% | 1000 |
|
|
2024
Q3 | $3.37M | Sell |
166,423
-40,239
| -19% | -$816K | 0.01% | 849 |
|
|
2024
Q2 | $3.89M | Buy |
206,662
+7,098
| +4% | +$134K | 0.01% | 761 |
|
|
2024
Q1 | $3.85M | Buy |
199,564
+47,896
| +32% | +$924K | 0.01% | 735 |
|
|
2023
Q4 | $2.72M | Sell |
151,668
-29,640
| -16% | -$532K | 0.01% | 795 |
|
|
2023
Q3 | $3.13M | Buy |
+181,308
| New | +$3.13M | 0.01% | 697 |
|