Accel Wealth Management PTY Holdings History
Accel Wealth Management's PIMCO Corporate & Income Opportunity Fds Holding Summary
As of 2025-03-31, Accel Wealth Management held 425,251.00 shares of PIMCO Corporate & Income Opportunity Fds(PTY), totaling $6.15 Mil. This investment constitutes 2.22% of their stock portfolio, and Accel Wealth Management now holds 0.23% of the outstanding PIMCO Corporate & Income Opportunity Fds(PTY) stock.
The initial trade took place in 2020Q4. And since then Accel Wealth Management has made 16 purchases of PTY, at an average price of $15.45, for a total of 426,028.00 shares. In addition, there have been 1 sales at an average price of $15.40 for 777.00 shares. Based on historical transaction data and PTY's current price of $13.77, Accel Wealth Management's estimated gain on his PTY holdings is $-716,510.38, reflecting a -10.89% gain to date.
Accel Wealth Management PTY ($13.77) Holding Chart
Accel Wealth Management PTY ($13.77) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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