CLA (CliftonLarsonAllen) 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
Q3
$1.74M Hold
2025
Q2
$1.68M Sell
2025
Q1
$2.19M Hold
2024
Q4
$2.18M Hold
2024
Q3
$2.18M Buy