B. Riley Wealth Management’s Pimco Income Opportunity Fund PKO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-508
| Closed | -$12K | – | 1053 |
|
|
2015
Q2 | $12K | Buy |
508
+9
| +2% | +$213 | 0.01% | 717 |
|
|
2015
Q1 | $12K | Sell |
499
-1,146
| -70% | -$27.6K | 0.01% | 729 |
|
|
2014
Q4 | $41K | Buy |
1,645
+32
| +2% | +$798 | 0.03% | 428 |
|
|
2014
Q3 | $44K | Buy |
1,613
+22
| +1% | +$600 | 0.03% | 444 |
|
|
2014
Q2 | $46K | Buy |
1,591
+29
| +2% | +$838 | 0.03% | 479 |
|
|
2014
Q1 | $44K | Buy |
+1,562
| New | +$44K | 0.03% | 467 |
|