Atria Wealth Solutions’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,936
| Closed | -$204K | – | 2005 |
|
|
2023
Q3 | $204K | Buy |
3,936
+55
| +1% | +$2.85K | ﹤0.01% | 1679 |
|
|
2023
Q2 | $210K | Sell |
3,881
-97
| -2% | -$5.25K | ﹤0.01% | 1657 |
|
|
2023
Q1 | $222K | Buy |
3,978
+34
| +0.9% | +$1.9K | ﹤0.01% | 1599 |
|
|
2022
Q4 | $213K | Sell |
3,944
-544
| -12% | -$29.4K | ﹤0.01% | 1565 |
|
|
2022
Q3 | $239K | Buy |
4,488
+105
| +2% | +$5.59K | ﹤0.01% | 1442 |
|
|
2022
Q2 | $252K | Buy |
4,383
+105
| +2% | +$6.04K | ﹤0.01% | 1286 |
|
|
2022
Q1 | $271K | Buy |
+4,278
| New | +$271K | ﹤0.01% | 1375 |
|