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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$73.3K Buy
2025
Q2
$62.3K Sell
2025
Q1
$108K Buy
2024
Q4
$105K Buy
2024
Q3
$105K Sell
2024
Q2
$174K Sell
2024
Q1
$350K Buy
2023
Q4
$226K Sell
2023
Q3
$272K Buy
2023
Q2
$290K Sell
2023
Q1
$356K Buy
2022
Q4
$342K Buy
2022
Q3
$306K Sell
2022
Q2
$390K Sell
2022
Q1
$682K Sell
2021
Q4
$780K Sell
2021
Q3
$1.55M Sell
2021
Q2
$1.85M Sell
2021
Q1
$1.72M Buy