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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$308K	Buy	22,145 +145	+0.7%	+$2.02K	0.14%	140
2025 Q1	$318K	Hold	22,000	–	–	0.15%	133
2024 Q4	$316K	Hold	22,000	–	–	0.14%	135
2024 Q3	$317K	Hold	22,000	–	–	0.16%	120
2024 Q2	$315K	Buy	+22,000	New	+$315K	0.17%	113