Bartlett & Co Wealth Management’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
Q4 | $56K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $26.7K | Hold |
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|
2023
Q3 | $26.4K | Hold |
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|
2023
Q2 | $28.2K | Hold |
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|
2023
Q1 | $25.2K | Hold |
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|
2022
Q4 | $24.3K | Sell |
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|
2022
Q3 | $52.8K | Hold |
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|
2022
Q2 | $56.2K | Hold |
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|
2022
Q1 | $68.8K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $81.9K | Sell |
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|
2021
Q2 | $105K | Buy |
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|
2021
Q1 | $81.9K | Hold |
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|
2020
Q4 | $80K | Hold |
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|
2020
Q3 | $72.4K | Buy |
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|
2020
Q2 | $12.6K | Buy |
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