MWM
PTY icon

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

Mascoma Wealth Management’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
2019
Q3 		– Sell
-5,436
Closed -$99K – 274
2019
Q2 		$99K Hold
5,436
– – 0.06% 115
2019
Q1 		$95K Hold
5,436
– – 0.06% 109
2018
Q4 		$83K Hold
5,436
– – 0.06% 115
2018
Q3 		$97K Buy
+5,436
New +$97.2K 0.06% 127

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AG
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