Iams Wealth Management’s PIMCO Corporate & Income Opportunity Fund PTY Stock Holding History

Iams Wealth Management’s Portfolio PTY Stock Details PTY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$318K	Sell
2025 Q2	$308K	Buy
2025 Q1	$318K	Hold
2024 Q4	$316K	Hold
2024 Q3	$317K	Hold
2024 Q2	$315K	Buy