Cape Investment Advisory’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.78K | Buy |
+89
| New | +$4.78K | ﹤0.01% | 767 |
|
2024
Q2 | – | Sell |
-355
| Closed | -$18.3K | – | 983 |
|
2024
Q1 | $18.3K | Sell |
355
-89
| -20% | -$4.59K | 0.01% | 451 |
|
2023
Q4 | $22.7K | Buy |
444
+355
| +399% | +$18.2K | 0.01% | 509 |
|
2023
Q3 | $4.45K | Sell |
89
-177
| -67% | -$8.85K | ﹤0.01% | 690 |
|
2023
Q2 | $13.4K | Buy |
266
+177
| +199% | +$8.92K | 0.01% | 502 |
|
2023
Q1 | $4.53K | Buy |
+89
| New | +$4.53K | ﹤0.01% | 691 |
|