B. Riley Wealth Advisors’s PIMCO Corporate & Income Opportunity Fund PTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $416K | Buy |
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|
2025
Q2 | $362K | Buy |
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|
2024
Q4 | $363K | Sell |
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|
2024
Q3 | $704K | Buy |
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|
2024
Q2 | $230K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $183K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $80 | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $58.5K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $69K | Sell |
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|
2013
Q3 | $1.06M | Sell |
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|
2013
Q2 | $1.74M | Buy |
|