Wealth Enhancement Advisory Services’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 | $157K | Buy |
+11,649
| New | +$157K | ﹤0.01% | 3033 |
|
2025
Q1 | – | Sell |
-12,851
| Closed | -$175K | – | 3060 |
|
2024
Q4 | $175K | Sell |
12,851
-3,010
| -19% | -$40.9K | ﹤0.01% | 2697 |
|
2024
Q3 | $224K | Sell |
15,861
-629
| -4% | -$8.88K | ﹤0.01% | 2358 |
|
2024
Q2 | $219K | Sell |
16,490
-1,261
| -7% | -$16.8K | ﹤0.01% | 2213 |
|
2024
Q1 | $234K | Sell |
17,751
-3,047
| -15% | -$40.1K | ﹤0.01% | 2089 |
|
2023
Q4 | $255K | Sell |
20,798
-16,792
| -45% | -$206K | ﹤0.01% | 1933 |
|
2023
Q3 | $447K | Buy |
+37,590
| New | +$447K | ﹤0.01% | 1495 |
|