Bogart Wealth LLC’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 | $23.1K | Hold |
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|
2025
Q2 | $22.3K | Hold |
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|
2025
Q1 | $23.1K | Hold |
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|
2024
Q4 | $23K | Hold |
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|
2024
Q3 | $23K | Hold |
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|
2024
Q2 | $22.9K | Hold |
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|
2024
Q1 | $23.8K | Hold |
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|
2023
Q4 | $21.2K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $67.7K | Buy |
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|
2022
Q3 | $66K | Buy |
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|
2022
Q2 | $4K | Buy |
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|
2022
Q1 | $5K | Buy |
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|
2021
Q4 | $5K | Buy |
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|
2021
Q3 | $5K | Buy |
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|
2021
Q2 | $6K | Buy |
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|
2021
Q1 | $5K | Buy |
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