Wealth Enhancement Advisory Services
PTY icon

Wealth Enhancement Advisory Services’s PIMCO Corporate & Income Opportunity Fund PTY Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio PTY Stock Details PTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.11M Buy
257,091
+194,953
+314% +$2.34M 0.01% 1296
2026
Q1 		$757K Buy
62,138
+23,429
+61% +$298K ﹤0.01% 1995
2025
Q4 		$511K Sell
38,709
-429
-1% -$5.79K ﹤0.01% 2464
2025
Q3 		$568K Sell
39,138
-7,539
-16% -$106K ﹤0.01% 2264
2025
Q2 		$649K Buy
46,677
+18,215
+64% +$248K ﹤0.01% 2024
2025
Q1 		$412K Buy
28,462
+11,407
+67% +$166K ﹤0.01% 2181
2024
Q4 		$245K Buy
17,055
+5,906
+53% +$85.9K ﹤0.01% 2546
2024
Q3 		$160K Sell
11,149
-147
-1% -$2.1K ﹤0.01% 2483
2024
Q2 		$162K Buy
+11,296
New +$162K ﹤0.01% 2333
2023
Q4 		– Sell
-19,236
Closed -$251K – 2417
2023
Q3 		$251K Buy
+19,236
New +$272K ﹤0.01% 1849

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