Wagner Wealth Management (South Carolina)’s Pimco Income Opportunity Fund PKO Stock Holding History

Wagner Wealth Management (South Carolina)’s Portfolio PKO Stock Details PKO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-143,030	Closed	-$3.54M	–	727
2021 Q3	$3.54M	Sell	143,030 -30,913	-18%	-$807K	2.83%	5
2021 Q2	$4.64M	Sell	173,943 -5,763	-3%	-$155K	3.32%	3
2021 Q1	$4.73M	Buy	179,706 +2,559	+1%	+$65.5K	3.71%	3
2020 Q4	$4.48M	Buy	+177,147	New	+$4.25M	4.25%	3
2018 Q3	$2.13M	Sell	77,317 -10,647	-12%	-$292K	1.42%	16
2018 Q2	$2.4M	Sell	87,964 -37	-0%	-$1.01K	1.73%	14
2018 Q1	$2.3M	Sell	88,001 -250	-0.3%	-$6.43K	1.76%	13
2017 Q4	$2.33M	Buy	+88,251	New	+$2.31M	1.74%	11

Wagner Wealth Management (South Carolina)'s PKO Position: Q4 2021 in Review

Wagner Wealth Management (South Carolina) sold out of Pimco Income Opportunity Fund (PKO) in Q4 2021, closing a stake of 143,030 shares — an estimated $3.54M sold.

Wagner Wealth Management (South Carolina) first reported a position in PKO in Q4 2017 and held it in 8 quarters. The position peaked at $4.73M in Q1 2021. 0 funds tracked by Wall St. Rank hold PKO as of Q4 2021.

Wagner Wealth Management (South Carolina) reported no remaining Pimco Income Opportunity Fund position as of Q4 2021 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 143,030 Pimco Income Opportunity Fund shares in Q4 2021, an estimated $3.54M.
Wagner Wealth Management (South Carolina) first reported a position in Pimco Income Opportunity Fund in Q4 2017 and held it in 8 quarters.
Wagner Wealth Management (South Carolina)'s Pimco Income Opportunity Fund position peaked at $4.73M in Q1 2021.
0 funds tracked by Wall St. Rank held Pimco Income Opportunity Fund as of Q4 2021.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2021, filed 15 Feb 2022.