Burt Wealth Advisors’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-8,596
| Closed | -$457K | – | 109 |
|
|
2022
Q3 | $457K | Buy |
+8,596
| New | +$457K | 0.18% | 43 |
|
|
2019
Q1 | – | Sell |
-11,003
| Closed | -$616K | – | 378 |
|
|
2018
Q4 | $616K | Sell |
11,003
-21,336
| -66% | -$1.19M | 0.29% | 39 |
|
|
2018
Q3 | $1.83M | Sell |
32,339
-2,505
| -7% | -$142K | 0.83% | 11 |
|
|
2018
Q2 | $2.01M | Buy |
34,844
+5,844
| +20% | +$337K | 0.96% | 11 |
|
|
2018
Q1 | $1.67M | Hold |
29,000
| – | – | 0.85% | 12 |
|
|
2017
Q4 | $1.69M | Sell |
29,000
-716
| -2% | -$41.7K | 1.05% | 10 |
|
|
2017
Q3 | $1.72M | Buy |
29,716
+716
| +2% | +$41.4K | 1.13% | 9 |
|
|
2017
Q2 | $167K | Hold |
29,000
| – | – | 0.12% | 79 |
|
|
2017
Q1 | $1.69M | Buy |
+29,000
| New | +$1.69M | 1.22% | 9 |
|