KWM
Kingsview Wealth Management’s PIMCO Corporate & Income Opportunity Fund PTY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Buy |
20,126
+9,160
| +84% | +$127K | ﹤0.01% | 968 |
|
|
2025
Q1 | $159K | Buy |
+10,966
| New | +$159K | ﹤0.01% | 1049 |
|
|
2019
Q2 | – | Sell |
-12,857
| Closed | -$225K | – | 454 |
|
|
2019
Q1 | $225K | Hold |
12,857
| – | – | 0.03% | 407 |
|
|
2018
Q4 | $197K | Buy |
+12,857
| New | +$197K | 0.04% | 339 |
|