WANY
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Wealthspire Advisors (New York)’s PIMCO Corporate & Income Opportunity Fund PTY Stock Holding History

Wealthspire Advisors (New York)’s Portfolio PTY Stock Details PTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.77M Buy
127,095
+31,872
+33% +$443K 0.01% 295
2025
Q1 		$1.38M Buy
95,223
+69,988
+277% +$1.01M 0.01% 331
2024
Q4 		$363K Buy
+25,235
New +$363K ﹤0.01% 598