STRATEGIC WEALTH MANAGEMENT INC PDI Holdings History
STRATEGIC WEALTH MANAGEMENT INC's PIMCO Dynamic Income Fund Holding Summary
As of 2021-12-31, STRATEGIC WEALTH MANAGEMENT INC held 200,185.00 shares of PIMCO Dynamic Income Fund(PDI), totaling $5.19 Mil. This investment constitutes 2.56% of their stock portfolio, and STRATEGIC WEALTH MANAGEMENT INC now holds 0.09% of the outstanding PIMCO Dynamic Income Fund(PDI) stock.
The initial trade took place in 2020Q2. And since then STRATEGIC WEALTH MANAGEMENT INC has made 5 purchases of PDI, at an average price of $24.26, for a total of 200,540.00 shares. In addition, there have been 1 sales at an average price of $25.62 for 355.00 shares. Based on historical transaction data and PDI's current price of $19.07, STRATEGIC WEALTH MANAGEMENT INC's estimated gain on his PDI holdings is $-1.04 Mil, reflecting a -21.37% gain to date.
STRATEGIC WEALTH MANAGEMENT INC PDI ($19.07) Holding Chart
STRATEGIC WEALTH MANAGEMENT INC PDI ($19.07) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
