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