Syverson Strege & Co’s Pimco Income Opportunity Fund PKO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-1,499
Closed -$37K 507
2021
Q3
$37K Buy
1,499
+33
+2% +$861 0.03% 157
2021
Q2
$39K Buy
1,466
+33
+2% +$887 0.03% 145
2021
Q1
$38K Buy
+1,433
New +$36.7K 0.04% 134

Syverson Strege & Co's PKO Position: Q4 2021 in Review

Syverson Strege & Co sold out of Pimco Income Opportunity Fund (PKO) in Q4 2021, closing a stake of 1,499 shares — an estimated $37K sold.

Syverson Strege & Co first reported a position in PKO in Q1 2021 and held it in 3 quarters. The position peaked at $39K in Q2 2021. 0 funds tracked by Wall St. Rank hold PKO as of Q4 2021.

  • Syverson Strege & Co reported no remaining Pimco Income Opportunity Fund position as of Q4 2021 after selling out during the quarter.
  • Syverson Strege & Co sold 1,499 Pimco Income Opportunity Fund shares in Q4 2021, an estimated $37K.
  • Syverson Strege & Co first reported a position in Pimco Income Opportunity Fund in Q1 2021 and held it in 3 quarters.
  • Syverson Strege & Co's Pimco Income Opportunity Fund position peaked at $39K in Q2 2021.
  • 0 funds tracked by Wall St. Rank held Pimco Income Opportunity Fund as of Q4 2021.

Based on Syverson Strege & Co's 13F filing for Q4 2021, filed 19 Jan 2022.