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Ergawealth Advisors, Inc. → PDI
Ergawealth Advisors, Inc. PDI Position History
PIMCO Dynamic Income Fund • Financial Services
Quarters held
5
Latest value
$1.5M
Q3 2026
Peak value
$1.6M
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $1.5M |
| Q1 2026 | $236K |
| Q2 2026 | $1.6M |
| Q2 2026 | $236K |
| Q3 2026 | $1.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.5M | 59.4K | — | — |
| Q2 2026 | $236K | 3.7K | — | — |
| Q2 2026 | $1.6M | 58.8K | — | — |
| Q1 2026 | $236K | 3.7K | — | — |
| Q1 2026 | $1.5M | 58.9K | — | — |
Other funds holding PDI
$3.2B
$3.2B
$3.2B
$3.1B
$1.2B
$971.6M
$930.9M