Baldwin Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-541
| Closed | -$44.6K | – | 1066 |
|
|
2024
Q3 | $44.6K | Buy |
541
+41
| +8% | +$3.38K | ﹤0.01% | 573 |
|
|
2024
Q2 | $37.5K | Hold |
500
| – | – | ﹤0.01% | 386 |
|
|
2024
Q1 | $39.6K | Hold |
500
| – | – | ﹤0.01% | 396 |
|
|
2023
Q4 | $42.7K | Hold |
500
| – | – | ﹤0.01% | 393 |
|
|
2023
Q3 | $36.4K | Buy |
500
+450
| +900% | +$32.7K | ﹤0.01% | 435 |
|
|
2023
Q2 | $4.6K | Buy |
+50
| New | +$4.6K | ﹤0.01% | 652 |
|