Arkadios Wealth Advisors’s Pimco Income Opportunity Fund PKO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-80
Closed -$1K 1976
2021
Q3
$1K Sell
80
-595
-88% -$15.5K ﹤0.01% 1848
2021
Q2
$17K Buy
675
+545
+419% +$14.6K ﹤0.01% 1368
2021
Q1
$3K Sell
130
-52
-29% -$1.33K ﹤0.01% 1495
2020
Q4
$4K Buy
+182
New +$4.36K ﹤0.01% 1183

Arkadios Wealth Advisors's PKO Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Pimco Income Opportunity Fund (PKO) in Q4 2021, closing a stake of 80 shares — an estimated $1K sold.

Arkadios Wealth Advisors first reported a position in PKO in Q4 2020 and held it in 4 quarters. The position peaked at $17K in Q2 2021. 0 funds tracked by Wall St. Rank hold PKO as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Pimco Income Opportunity Fund position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 80 Pimco Income Opportunity Fund shares in Q4 2021, an estimated $1K.
  • Arkadios Wealth Advisors first reported a position in Pimco Income Opportunity Fund in Q4 2020 and held it in 4 quarters.
  • Arkadios Wealth Advisors's Pimco Income Opportunity Fund position peaked at $17K in Q2 2021.
  • 0 funds tracked by Wall St. Rank held Pimco Income Opportunity Fund as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.