SWA
Sutton Wealth Advisors’s PIMCO Corporate & Income Opportunity Fund PTY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $126K | Hold |
9,672
| – | – | 0.06% | 148 |
|
|
2023
Q2 | $135K | Hold |
9,672
| – | – | 0.07% | 140 |
|
|
2023
Q1 | $121K | Hold |
9,672
| – | – | 0.06% | 146 |
|
|
2022
Q4 | $116K | Hold |
9,672
| – | – | 0.04% | 231 |
|
|
2022
Q3 | $114K | Buy |
9,672
+5,129
| +113% | +$60.3K | 0.05% | 233 |
|
|
2022
Q2 | $56.8K | Buy |
+4,543
| New | +$56.8K | 0.02% | 345 |
|