Wealthsource Partners, LLC
- SEC CIK
- 0001674623
- Latest filing
- Jan 16, 2024
PDI holding history
PIMCO Dynamic Income Fund in every 13F filed by Wealthsource Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
PDI overviewAll 13F holders of PDIFull Q4 2023 holdings
- Shares (Q4 2022)
- 0
- Sold out in Q4 2022
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q3 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2022 | 0 | $0 | 0.0% | −12,475−100.0% | Sold out | Holders |
| Q3 2022 | 12,475 | $242.0K | <0.1% | +200+1.6% | Added | Holders |
| Q2 2022 | 12,275 | $256.0K | <0.1% | +438+3.7% | Added | Holders |
| Q1 2022 | 11,837 | $288.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2021 | 11,837 | $307.0K | <0.1% | +1,637+16.0% | Added | Holders |
| Q3 2021 | 10,200 | $271.0K | <0.1% | +10,200 | New | Holders |