Williams Jones Wealth Management’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 | $260K | Hold |
19,275
| – | – | ﹤0.01% | 438 |
|
|
2025
Q1 | $268K | Hold |
19,275
| – | – | ﹤0.01% | 418 |
|
|
2024
Q4 | $262K | Sell |
19,275
-4,625
| -19% | -$62.9K | ﹤0.01% | 430 |
|
|
2024
Q3 | $337K | Buy |
23,900
+2,010
| +9% | +$28.4K | ﹤0.01% | 412 |
|
|
2024
Q2 | $291K | Hold |
21,890
| – | – | ﹤0.01% | 421 |
|
|
2024
Q1 | $288K | Sell |
21,890
-820
| -4% | -$10.8K | ﹤0.01% | 437 |
|
|
2023
Q4 | $278K | Hold |
22,710
| – | – | ﹤0.01% | 432 |
|
|
2023
Q3 | $270K | Buy |
+22,710
| New | +$270K | ﹤0.01% | 436 |
|