Zullo Investment Group, Inc. PTY Holdings History
Number of Shares
134,674.00
Current Holdings Value*
$1.95 Mil
% of Portfolio
0.83%
Total Estimate Gain
$-95,703.38
% of Total Estimate Gain
-4.90%
Zullo Investment Group, Inc.'s PIMCO Corporate & Income Opportunity Fds Holding Summary
As of 2025-03-31, Zullo Investment Group, Inc. held 134,674.00 shares of PIMCO Corporate & Income Opportunity Fds(PTY), totaling $1.95 Mil. This investment constitutes 0.83% of their stock portfolio, and Zullo Investment Group, Inc. now holds 0.07% of the outstanding PIMCO Corporate & Income Opportunity Fds(PTY) stock.
The initial trade took place in 2024Q2. And since then Zullo Investment Group, Inc. has made 4 purchases of PTY, at an average price of $14.51, for a total of 134,674.00 shares. Based on historical transaction data and PTY's current price of $13.80, Zullo Investment Group, Inc.'s estimated gain on his PTY holdings is $-95,703.38, reflecting a -4.90% gain to date.
Zullo Investment Group, Inc. PTY ($13.80) Holding Chart
Zullo Investment Group, Inc. PTY ($13.80) 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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