Beam Wealth Advisors’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.47M | Sell |
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|
2023
Q1 | $1.69M | Sell |
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|
2022
Q4 | $1.66M | Buy |
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|
2022
Q3 | $1.53M | Buy |
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|
2022
Q2 | $1.6M | Sell |
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|
2022
Q1 | $1.76M | Buy |
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|
2021
Q4 | $1.68M | Buy |
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|
2021
Q3 | $1.41M | Buy |
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|
2021
Q2 | $775K | Buy |
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|
2021
Q1 | $236K | Sell |
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|
2020
Q4 | $244K | Sell |
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|
2020
Q3 | $248K | Buy |
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|
2020
Q2 | $213K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $242K | Buy |
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