Pimco Dynamic Incm Fund shares owned by Consilium Wealth Advisory
Quarter-by-quarter ownership of Pimco Dynamic Incm Fund (PDI) shares owned by Consilium Wealth Advisory
from 13F filings
Historical chart of Consilium Wealth Advisory investment in Pimco Dynamic Incm Fund
Tip: Access up to 7 years of quarterly data
All positions including Pimco Dynamic Incm Fund held by Consilium Wealth Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Pimco Dynamic Incm Fund by Consilium Wealth Advisory
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $203k | 10k | 20.27 |
2024-06-30 | $188k | 10k | 18.81 |
2024-03-31 | $193k | 10k | 19.29 |
2023-12-31 | $180k | 10k | 17.95 |
2023-09-30 | $173k | 10k | 17.28 |
2023-06-30 | $226k | 12k | 18.75 |
2022-03-31 | $409k | 17k | 24.38 |
2021-12-31 | $435k | 17k | 25.93 |