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

Mindset 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 		$720K Hold
51,785
– – 0.24% 49
2025
Q1 		$749K Hold
51,785
– – 0.29% 33
2024
Q4 		$744K Hold
51,785
– – 0.27% 32
2024
Q3 		$745K Buy
+51,785
New +$745K 0.31% 29