Wagner Wealth Management, LLC PDI Holdings History
Wagner Wealth Management, LLC's PIMCO Dynamic Income Fund Holding Summary
As of 2025-03-31, Wagner Wealth Management, LLC held 366,739.00 shares of PIMCO Dynamic Income Fund(PDI), totaling $7.26 Mil. This investment constitutes 1.81% of their stock portfolio, and Wagner Wealth Management, LLC now holds 0.1% of the outstanding PIMCO Dynamic Income Fund(PDI) stock.
The initial trade took place in 2018Q2. And since then Wagner Wealth Management, LLC has made 11 purchases of PDI, at an average price of $22.11, for a total of 751,667.00 shares. In addition, there have been 5 sales at an average price of $21.37 for 384,928.00 shares. Based on historical transaction data and PDI's current price of $18.98, Wagner Wealth Management, LLC's estimated gain on his PDI holdings is $-1.43 Mil, reflecting a -8.63% gain to date.
Wagner Wealth Management, LLC PDI ($18.98) Holding Chart
Wagner Wealth Management, LLC PDI ($18.98) 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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