WealthTrust Axiom’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
$373K Buy
19,683
+1,683
+9% +$31.9K 0.11% 163
2025
Q1
$356K Buy
18,000
+5,364
+42% +$106K 0.11% 171
2024
Q4
$232K Hold
12,636
0.07% 215
2024
Q3
$256K Buy
+12,636
New +$256K 0.08% 203