Wealth Enhancement Advisory Services’s PIMCO Dynamic Income Strategy Fund PDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $621K | Buy |
25,045
+4,107
| +20% | +$102K | ﹤0.01% | 2047 |
|
|
2025
Q1 | $514K | Buy |
20,938
+1,249
| +6% | +$30.7K | ﹤0.01% | 2040 |
|
|
2024
Q4 | $514K | Buy |
19,689
+270
| +1% | +$7.06K | ﹤0.01% | 1954 |
|
|
2024
Q3 | $458K | Buy |
19,419
+287
| +2% | +$6.77K | ﹤0.01% | 1864 |
|
|
2024
Q2 | $426K | Buy |
19,132
+432
| +2% | +$9.63K | ﹤0.01% | 1739 |
|
|
2024
Q1 | $397K | Buy |
18,700
+202
| +1% | +$4.28K | ﹤0.01% | 1723 |
|
|
2023
Q4 | $379K | Buy |
18,498
+6,992
| +61% | +$143K | ﹤0.01% | 1668 |
|
|
2023
Q3 | $228K | Buy |
+11,506
| New | +$228K | ﹤0.01% | 1915 |
|