GLLW
PKO

Graves Light Lenhart Wealth’s Pimco Income Opportunity Fund PKO Stock Holding History

Graves Light Lenhart Wealth’s Portfolio PKO Stock Details PKO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-2,666
Closed -$65K – 794
2021
Q3 		$65K Hold
2,666
– – 0.01% 339
2021
Q2 		$71K Hold
2,666
– – 0.01% 336
2021
Q1 		$70K Hold
2,666
– – 0.01% 335
2020
Q4 		$67K Buy
+2,666
New +$63.9K 0.01% 327

Graves Light Lenhart Wealth's PKO Position: Q4 2021 in Review

Graves Light Lenhart Wealth sold out of Pimco Income Opportunity Fund (PKO) in Q4 2021, closing a stake of 2,666 shares — an estimated $65K sold.

Graves Light Lenhart Wealth first reported a position in PKO in Q4 2020 and held it in 4 quarters. The position peaked at $71K in Q2 2021. 0 funds tracked by Wall St. Rank hold PKO as of Q4 2021.

  • Graves Light Lenhart Wealth reported no remaining Pimco Income Opportunity Fund position as of Q4 2021 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 2,666 Pimco Income Opportunity Fund shares in Q4 2021, an estimated $65K.
  • Graves Light Lenhart Wealth first reported a position in Pimco Income Opportunity Fund in Q4 2020 and held it in 4 quarters.
  • Graves Light Lenhart Wealth's Pimco Income Opportunity Fund position peaked at $71K in Q2 2021.
  • 0 funds tracked by Wall St. Rank held Pimco Income Opportunity Fund as of Q4 2021.

Based on Graves Light Lenhart Wealth's 13F filing for Q4 2021, filed 14 Feb 2022.