Pimco Dynamic Incm Fund shares owned by Heirloom Wealth Management
Quarter-by-quarter ownership of Pimco Dynamic Incm Fund (PDI) shares owned by Heirloom Wealth Management
from 13F filings
Historical chart of Heirloom Wealth Management investment in Pimco Dynamic Incm Fund
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Quarterly reported holdings in Pimco Dynamic Incm Fund by Heirloom Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $377k | 22k | 17.11 |
| 2022-12-31 | $531k | 29k | 18.48 |
| 2022-06-30 | $604k | 27k | 22.03 |
| 2022-03-31 | $593k | 28k | 21.48 |
| 2021-12-31 | $624k | 25k | 24.93 |
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