Carson Wealth (CWM LLC)’s PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund TUZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-9,929
| Closed | -$506K | – | 194 |
|
|
2014
Q4 | $506K | Sell |
9,929
-959
| -9% | -$48.9K | 0.06% | 142 |
|
|
2014
Q3 | $554K | Buy |
10,888
+4,655
| +75% | +$237K | 0.08% | 151 |
|
|
2014
Q2 | $318K | Buy |
+6,233
| New | +$318K | 0.06% | 137 |
|
|
2014
Q1 | – | Sell |
-195
| Closed | -$10K | – | 510 |
|
|
2013
Q4 | $10K | Buy |
+195
| New | +$10K | ﹤0.01% | 415 |
|