Buckingham Strategic Wealth’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.8M | Sell |
34,933
-780
| -2% | -$40.3K | 0.02% | 248 |
|
|
2024
Q1 | $1.84M | Sell |
35,713
-3,447
| -9% | -$178K | 0.02% | 252 |
|
|
2023
Q4 | $2M | Buy |
39,160
+4,105
| +12% | +$210K | 0.02% | 233 |
|
|
2023
Q3 | $1.76M | Buy |
35,055
+2,437
| +7% | +$122K | 0.02% | 225 |
|
|
2023
Q2 | $1.64M | Sell |
32,618
-8,442
| -21% | -$425K | 0.02% | 233 |
|
|
2023
Q1 | $2.05M | Hold |
41,060
| – | – | 0.04% | 177 |
|
|
2022
Q4 | $2.05M | Buy |
41,060
+22,815
| +125% | +$1.14M | 0.04% | 177 |
|
|
2022
Q3 | $902K | Buy |
+18,245
| New | +$902K | 0.02% | 269 |
|