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CHERRYDALE WEALTH MANAGEMENT, LLC → PDI
CHERRYDALE WEALTH MANAGEMENT, LLC PDI Position History
PIMCO Dynamic Income Fund • Financial Services
Quarters held
4
Latest value
$6.2M
Q3 2026
Peak value
$6.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4.6M |
| Q1 2026 | $5.3M |
| Q2 2026 | $5.7M |
| Q3 2026 | $6.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.2M | 245.8K | — | — |
| Q2 2026 | $5.7M | 214.0K | — | — |
| Q1 2026 | $5.3M | 202.1K | — | — |
| Q4 2025 | $4.6M | 172.2K | — | — |
Other funds holding PDI
$3.2B
$3.2B
$3.2B
$3.1B
$1.2B
$971.6M