Sowell Financial Services’s PIMCO Corporate & Income Opportunity Fund PTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $145K | Buy |
+10,399
| New | +$145K | 0.01% | 995 |
|
|
2023
Q2 | – | Sell |
-12,606
| Closed | -$157K | – | 767 |
|
|
2023
Q1 | $157K | Buy |
+12,606
| New | +$157K | 0.01% | 707 |
|
|
2022
Q2 | – | Sell |
-17,134
| Closed | -$239K | – | 321 |
|
|
2022
Q1 | $239K | Buy |
+17,134
| New | +$239K | 0.04% | 170 |
|
|
2021
Q2 | – | Sell |
-32,991
| Closed | -$648K | – | 2174 |
|
|
2021
Q1 | $648K | Buy |
32,991
+15,022
| +84% | +$295K | 0.02% | 548 |
|
|
2020
Q4 | $321K | Buy |
+17,969
| New | +$321K | 0.01% | 670 |
|
|
2020
Q2 | – | Sell |
-556
| Closed | -$7K | – | 2634 |
|
|
2020
Q1 | $7K | Buy |
+556
| New | +$7K | ﹤0.01% | 1726 |
|