Patriot Financial Group Insurance Agency’s Pimco Income Opportunity Fund PKO Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio PKO Stock Details PKO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,000	Closed	-$25K	–	2325
2021 Q3	$25K	Hold	1,000	–	–	﹤0.01%	1126
2021 Q2	$27K	Hold	1,000	–	–	﹤0.01%	1068
2021 Q1	$26K	Hold	1,000	–	–	0.01%	1002
2020 Q4	$25K	Hold	1,000	–	–	0.01%	908
2020 Q3	$23K	Sell	1,000 -1,629	-62%	-$38.3K	0.01%	760
2020 Q2	$59K	Hold	2,629	–	–	0.02%	477
2020 Q1	$53K	Sell	2,629 -300	-10%	-$7.74K	0.02%	444
2019 Q4	$81K	Hold	2,929	–	–	0.03%	380
2019 Q3	$78K	Hold	2,929	–	–	0.04%	356
2019 Q2	$80K	Hold	2,929	–	–	0.03%	356
2019 Q1	$78K	Buy	+2,929	New	+$76.6K	0.04%	319

Patriot Financial Group Insurance Agency's PKO Position: Q4 2021 in Review

Patriot Financial Group Insurance Agency sold out of Pimco Income Opportunity Fund (PKO) in Q4 2021, closing a stake of 1,000 shares — an estimated $25K sold.

Patriot Financial Group Insurance Agency first reported a position in PKO in Q1 2019 and held it in 11 quarters. The position peaked at $81K in Q4 2019. 0 funds tracked by Wall St. Rank hold PKO as of Q4 2021.

Patriot Financial Group Insurance Agency reported no remaining Pimco Income Opportunity Fund position as of Q4 2021 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 1,000 Pimco Income Opportunity Fund shares in Q4 2021, an estimated $25K.
Patriot Financial Group Insurance Agency first reported a position in Pimco Income Opportunity Fund in Q1 2019 and held it in 11 quarters.
Patriot Financial Group Insurance Agency's Pimco Income Opportunity Fund position peaked at $81K in Q4 2019.
0 funds tracked by Wall St. Rank held Pimco Income Opportunity Fund as of Q4 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2021, filed 10 Jan 2022.