BAM
Belpointe Asset Management’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-16,490
| Closed | -$842K | – | 3036 |
|
|
2023
Q1 | $842K | Sell |
16,490
-3,233
| -16% | -$165K | 0.05% | 385 |
|
|
2022
Q4 | $984K | Buy |
+19,723
| New | +$984K | 0.06% | 324 |
|
|
2018
Q3 | – | Sell |
-22,760
| Closed | -$1.18M | – | 657 |
|
|
2018
Q2 | $1.18M | Buy |
22,760
+955
| +4% | +$49.4K | 0.33% | 51 |
|
|
2018
Q1 | $1.13M | Buy |
+21,805
| New | +$1.13M | 0.33% | 51 |
|