IFP 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
Q2 | – | Sell |
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|
2025
Q1 | $32.5K | Sell |
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|
2024
Q4 | $234K | Sell |
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|
2024
Q3 | $237K | Buy |
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|
2024
Q2 | $233K | Sell |
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|
2024
Q1 | $288K | Buy |
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|
2023
Q4 | $192K | Buy |
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|
2023
Q3 | $158K | Buy |
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|
2023
Q2 | $105K | Buy |
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|
2023
Q1 | $27.8K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $16K | Buy |
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|
2022
Q2 | $16K | Hold |
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|
2022
Q1 | $16K | Buy |
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|
2019
Q1 | $127K | Sell |
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|
2018
Q4 | $729K | Sell |
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|
2018
Q3 | $2.09M | Sell |
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|
2018
Q2 | $2.07M | Buy |
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|
2018
Q1 | $1.89M | Hold |
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|
2017
Q4 | $1.89M | Sell |
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|
2017
Q3 | $2M | Sell |
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|
2017
Q2 | $2M | Buy |
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|
2017
Q1 | $1.75M | Sell |
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|
2016
Q4 | $1.61M | Sell |
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|
2016
Q3 | $1.73M | Buy |
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|
2016
Q2 | $1.6M | Buy |
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|
2016
Q1 | $127K | Sell |
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|
2015
Q4 | $1.31M | Buy |
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