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

Taylor & Morgan Wealth Management’s Portfolio PTY Stock Details PTY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$305K Buy
21,933
+528
+2% +$7.35K 0.21% 55
2025
Q1 		$310K Buy
21,405
+494
+2% +$7.14K 0.23% 51
2024
Q4 		$300K Buy
+20,911
New +$300K 0.21% 51