SWM
PKO

Spire Wealth Management’s Pimco Income Opportunity Fund PKO Stock Holding History

Spire Wealth Management’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
-21,181
Closed -$519K – 3053
2021
Q3 		$519K Buy
21,181
+204
+1% +$5.32K 0.01% 576
2021
Q2 		$559K Buy
20,977
+462
+2% +$12.4K 0.02% 577
2021
Q1 		$266K Buy
+20,515
New +$525K 0.01% 935

Spire Wealth Management's PKO Position: Q4 2021 in Review

Spire Wealth Management sold out of Pimco Income Opportunity Fund (PKO) in Q4 2021, closing a stake of 21,181 shares — an estimated $519K sold.

Spire Wealth Management first reported a position in PKO in Q1 2021 and held it in 3 quarters. The position peaked at $559K in Q2 2021. 0 funds tracked by Wall St. Rank hold PKO as of Q4 2021.

  • Spire Wealth Management reported no remaining Pimco Income Opportunity Fund position as of Q4 2021 after selling out during the quarter.
  • Spire Wealth Management sold 21,181 Pimco Income Opportunity Fund shares in Q4 2021, an estimated $519K.
  • Spire Wealth Management first reported a position in Pimco Income Opportunity Fund in Q1 2021 and held it in 3 quarters.
  • Spire Wealth Management's Pimco Income Opportunity Fund position peaked at $559K in Q2 2021.
  • 0 funds tracked by Wall St. Rank held Pimco Income Opportunity Fund as of Q4 2021.

Based on Spire Wealth Management's 13F filing for Q4 2021, filed 14 Jan 2022.