BWM
Birchcreek Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,367
| Closed | -$238K | – | 120 |
|
|
2022
Q1 | $238K | Sell |
4,367
-2,878
| -40% | -$157K | 0.21% | 102 |
|
|
2021
Q4 | $400K | Buy |
7,245
+1,738
| +32% | +$96K | 0.35% | 66 |
|
|
2021
Q3 | $302K | Buy |
5,507
+1,742
| +46% | +$95.5K | 0.28% | 82 |
|
|
2021
Q2 | $207K | Buy |
+3,765
| New | +$207K | 0.2% | 114 |
|