J.W. COLE ADVISORS, INC. PDI Holdings History
J.W. COLE ADVISORS, INC.'s PIMCO Dynamic Income Fund Holding Summary
As of 2025-03-31, J.W. COLE ADVISORS, INC. held 1.43 Mil shares of PIMCO Dynamic Income Fund(PDI), totaling $28.28 Mil. This investment constitutes 0.88% of their stock portfolio, and J.W. COLE ADVISORS, INC. now holds 0.4% of the outstanding PIMCO Dynamic Income Fund(PDI) stock.
The initial trade took place in 2023Q3. And since then J.W. COLE ADVISORS, INC. has made 7 purchases of PDI, at an average price of $19.44, for a total of 1.43 Mil shares. Based on historical transaction data and PDI's current price of $18.96, J.W. COLE ADVISORS, INC.'s estimated gain on his PDI holdings is $-683,507.64, reflecting a -2.46% gain to date.
J.W. COLE ADVISORS, INC. PDI ($18.96) Holding Chart
J.W. COLE ADVISORS, INC. PDI ($18.96) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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