Atria Wealth Solutions’s PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund ZROZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,711
| Closed | -$409K | – | 1933 |
|
|
2025
Q1 | $409K | Hold |
5,711
| – | – | ﹤0.01% | 1290 |
|
|
2024
Q4 | $392K | Hold |
5,711
| – | – | ﹤0.01% | 1377 |
|
|
2024
Q3 | $471K | Hold |
5,711
| – | – | 0.01% | 1272 |
|
|
2024
Q2 | $429K | Sell |
5,711
-250
| -4% | -$18.8K | ﹤0.01% | 1299 |
|
|
2024
Q1 | $472K | Buy |
5,961
+943
| +19% | +$74.7K | 0.01% | 1291 |
|
|
2023
Q4 | $428K | Buy |
+5,018
| New | +$428K | 0.01% | 1285 |
|
|
2023
Q3 | – | Sell |
-24,277
| Closed | -$2.23M | – | 1978 |
|
|
2023
Q2 | $2.23M | Buy |
+24,277
| New | +$2.23M | 0.03% | 529 |
|