Beam 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
Q2 | $235K | Buy |
|
|||||
|
2025
Q1 | $238K | Sell |
|
|||||
|
2024
Q4 | $244K | Buy |
|
|||||
|
2024
Q3 | $239K | Sell |
|
|||||
|
2024
Q2 | $247K | Buy |
|
|||||
|
2024
Q1 | $251K | Buy |
|
|||||
|
2023
Q4 | $218K | Sell |
|
|||||
|
2023
Q3 | $220K | Sell |
|
|||||
|
2023
Q2 | $242K | Sell |
|
|||||
|
2023
Q1 | $224K | Buy |
|
|||||
|
2022
Q4 | $211K | Sell |
|
|||||
|
2022
Q3 | $212K | Buy |
|
|||||
|
2022
Q2 | $220K | Sell |
|
|||||
|
2022
Q1 | $290K | Sell |
|
|||||
|
2021
Q4 | $316K | Buy |
|
|||||
|
2021
Q3 | $329K | Buy |
|
|||||
|
2021
Q2 | $297K | Buy |
|
|||||
|
2021
Q1 | $233K | Buy |
|
|||||
|
2020
Q4 | $221K | Buy |
|
|||||
|
2020
Q3 | $183K | Buy |
|