IHT Wealth Management’s Pimco Income Opportunity Fund PKO Stock Holding History

IHT Wealth Management’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	-10,602	Closed	-$260K	–	881
2021 Q3	$260K	Sell	10,602 -4,371	-29%	-$114K	0.02%	642
2021 Q2	$399K	Hold	14,973	–	–	0.03%	614
2021 Q1	$394K	Hold	14,973	–	–	0.03%	539
2020 Q4	$378K	Hold	14,973	–	–	0.03%	499
2020 Q3	$346K	Buy	+14,973	New	+$352K	0.03%	438
2020 Q2	–	Sell	-35,373	Closed	-$715K	–	660
2020 Q1	$715K	Hold	35,373	–	–	0.1%	208
2019 Q4	$983K	Sell	35,373 -219	-0.6%	-$5.99K	0.12%	200
2019 Q3	$967K	Hold	35,592	–	–	0.13%	177
2019 Q2	$964K	Buy	35,592 +21,250	+148%	+$567K	0.14%	162
2019 Q1	$382K	Buy	+14,342	New	+$375K	0.06%	311
2018 Q1	–	Sell	-90	Closed	-$2K	–	1825
2017 Q4	$2K	Hold	90	–	–	﹤0.01%	1550
2017 Q3	$2K	Hold	90	–	–	﹤0.01%	1273
2017 Q2	$16	Buy	+90	New	+$2.34K	0.01%	845

IHT Wealth Management's PKO Position: Q4 2021 in Review

IHT Wealth Management sold out of Pimco Income Opportunity Fund (PKO) in Q4 2021, closing a stake of 10,602 shares — an estimated $260K sold.

IHT Wealth Management first reported a position in PKO in Q2 2017 and held it in 13 quarters. The position peaked at $983K in Q4 2019. 0 funds tracked by Wall St. Rank hold PKO as of Q4 2021.

IHT Wealth Management reported no remaining Pimco Income Opportunity Fund position as of Q4 2021 after selling out during the quarter.
IHT Wealth Management sold 10,602 Pimco Income Opportunity Fund shares in Q4 2021, an estimated $260K.
IHT Wealth Management first reported a position in Pimco Income Opportunity Fund in Q2 2017 and held it in 13 quarters.
IHT Wealth Management's Pimco Income Opportunity Fund position peaked at $983K in Q4 2019.
0 funds tracked by Wall St. Rank held Pimco Income Opportunity Fund as of Q4 2021.

Based on IHT Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.