Heritage Wealth Advisors’s PIMCO Corporate & Income Opportunity Fund PTY Stock Holding History

Heritage Wealth Advisors’s Portfolio PTY Stock Details PTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$22.5K	Hold
2025 Q1	$23.4K	Buy
2024 Q4	$11.8K	Hold
2024 Q3	$11.8K	Hold
2024 Q2	$11.7K	Hold
2024 Q1	$12.2K	Hold
2023 Q4	$10.9K	Buy
2020 Q4	–	Sell
2020 Q3	$16.1K	Buy
2020 Q2	$15.2K	Buy