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CLA (CliftonLarsonAllen) Wealth Advisors’s PIMCO Corporate & Income Opportunity Fund PTY Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio PTY Stock Details PTY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.68M Sell
120,499
-30,875
-20% -$429K 0.03% 136
2025
Q1 		$2.19M Hold
151,374
– – 0.04% 117
2024
Q4 		$2.18M Hold
151,374
– – 0.04% 110
2024
Q3 		$2.18M Buy
+151,374
New +$2.18M 0.05% 111