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

Institute for Wealth Management’s Portfolio PTY Stock Details PTY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$209K Buy
15,036
+1,306
+10% +$18.2K 0.02% 528
2025
Q1 		$199K Buy
13,730
+860
+7% +$12.4K 0.03% 508
2024
Q4 		$185K Buy
12,870
+1,795
+16% +$25.8K 0.02% 488
2024
Q3 		$159K Buy
+11,075
New +$159K 0.02% 532