United Capital Financial Advisors’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
Q4 | $331K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $158K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $210K | Sell |
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|
2021
Q3 | $350K | Buy |
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|
2021
Q2 | $340K | Buy |
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|
2021
Q1 | $214K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $162K | Sell |
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|
2019
Q4 | $374K | Buy |
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|
2019
Q3 | $186K | Buy |
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