Western Pacific Wealth Management’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 | $37.9K | Hold |
2,000
| – | – | 0.04% | 144 |
|
|
2025
Q1 | $39.6K | Buy |
+2,000
| New | +$39.6K | 0.04% | 136 |
|
|
2022
Q3 | – | Sell |
-818
| Closed | -$17K | – | 248 |
|
|
2022
Q2 | $17K | Hold |
818
| – | – | 0.02% | 130 |
|
|
2022
Q1 | $19K | Hold |
818
| – | – | 0.01% | 144 |
|
|
2021
Q4 | $21K | Buy |
+818
| New | +$21K | 0.01% | 150 |
|