Carson Wealth (CWM LLC)’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-32
| Closed | -$2K | – | 5217 |
|
|
2025
Q1 | $2K | Buy |
32
+25
| +357% | +$1.56K | ﹤0.01% | 4767 |
|
|
2024
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 5044 |
|
|
2024
Q3 | $0 | Sell |
7
-24
| -77% | – | ﹤0.01% | 4993 |
|
|
2024
Q2 | $2K | Buy |
31
+1
| +3% | +$65 | ﹤0.01% | 4228 |
|
|
2024
Q1 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 4003 |
|
|
2023
Q2 | – | Sell |
-11
| Closed | -$1K | – | 4324 |
|
|
2023
Q1 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 3856 |
|
|
2022
Q4 | – | Sell |
-36
| Closed | -$2K | – | 4115 |
|
|
2022
Q3 | $2K | Sell |
36
-56
| -61% | -$3.11K | ﹤0.01% | 3483 |
|
|
2022
Q2 | $6K | Buy |
+92
| New | +$6K | ﹤0.01% | 2890 |
|