WR Wealth Planners’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
2024
Q4
$15.4K Buy
837
+28
+3% +$514 ﹤0.01% 526
2024
Q3
$16.4K Buy
809
+27
+3% +$548 ﹤0.01% 543
2024
Q2
$14.7K Buy
+782
New +$14.7K ﹤0.01% 507