KMS Financial Services’s Pimco Income Opportunity Fund PKO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $976K | Buy |
35,375
+3,580
| +11% | +$98.8K | 0.14% | 163 |
|
|
2014
Q2 | $930K | Sell |
31,795
-4,619
| -13% | -$135K | 0.13% | 169 |
|
|
2014
Q1 | $1.03M | Sell |
36,414
-3,653
| -9% | -$103K | 0.16% | 141 |
|
|
2013
Q4 | $1.13M | Buy |
40,067
+2,495
| +7% | +$70.5K | 0.19% | 123 |
|
|
2013
Q3 | $1.03M | Buy |
37,572
+4,411
| +13% | +$121K | 0.25% | 102 |
|
|
2013
Q2 | $943K | Buy |
+33,161
| New | +$943K | 0.26% | 96 |
|