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

Instrumental Wealth’s Portfolio PTY Stock Details PTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$183K	Buy
2025 Q2	$167K	Buy
2025 Q1	$161K	Hold
2024 Q4	$174K	Buy
2024 Q3	$169K	Hold
2024 Q2	$166K	Sell
2024 Q1	$168K	Sell
2023 Q4	$165K	Buy
2023 Q3	$136K	Buy