Bogart Wealth LLC’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 | $3.42K | Sell |
51
-84
| -62% | -$5.64K | ﹤0.01% | 1012 |
|
2025
Q1 | $9.67K | Buy |
135
+84
| +165% | +$6.02K | ﹤0.01% | 755 |
|
2024
Q4 | $3.5K | Hold |
51
| – | – | ﹤0.01% | 962 |
|
2024
Q3 | $4.2K | Hold |
51
| – | – | ﹤0.01% | 866 |
|
2024
Q2 | $3.83K | Hold |
51
| – | – | ﹤0.01% | 841 |
|
2024
Q1 | $4.04K | Hold |
51
| – | – | ﹤0.01% | 808 |
|
2023
Q4 | $4.35K | Hold |
51
| – | – | ﹤0.01% | 776 |
|
2023
Q3 | $3.71K | Sell |
51
-47
| -48% | -$3.42K | ﹤0.01% | 788 |
|
2023
Q2 | $9.02K | Hold |
98
| – | – | ﹤0.01% | 606 |
|
2023
Q1 | $9.39K | Hold |
98
| – | – | ﹤0.01% | 601 |
|
2022
Q4 | $8.56K | Sell |
98
-15
| -13% | -$1.31K | ﹤0.01% | 581 |
|
2022
Q3 | $11K | Buy |
113
+51
| +82% | +$4.97K | ﹤0.01% | 529 |
|
2022
Q2 | $7K | Sell |
62
-73
| -54% | -$8.24K | ﹤0.01% | 602 |
|
2022
Q1 | $18K | Buy |
+135
| New | +$18K | ﹤0.01% | 405 |
|