Carson Wealth (CWM LLC)’s PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund ZROZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $258K | Sell |
|
|||||
|
2025
Q2 | $325K | Sell |
|
|||||
|
2025
Q1 | $1.09M | Buy |
|
|||||
|
2024
Q4 | $30K | Buy |
|
|||||
|
2024
Q3 | $6K | Sell |
|
|||||
|
2024
Q2 | $235K | Sell |
|
|||||
|
2024
Q1 | $288K | Buy |
|
|||||
|
2023
Q4 | $156K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $5K | Hold |
|
|||||
|
2022
Q4 | $5K | Hold |
|
|||||
|
2022
Q3 | $5K | Hold |
|
|||||
|
2022
Q2 | $6K | Hold |
|
|||||
|
2022
Q1 | $7K | Hold |
|
|||||
|
2021
Q4 | $8K | Buy |
|
|||||
|
2021
Q2 | $4K | Hold |
|
|||||
|
2021
Q1 | $4K | Hold |
|
|||||
|
2020
Q4 | $4K | Hold |
|
|||||
|
2020
Q3 | $4K | Hold |
|
|||||
|
2020
Q2 | $4K | Hold |
|
|||||
|
2020
Q1 | $4K | Hold |
|
|||||
|
2019
Q4 | $4K | Hold |
|
|||||
|
2019
Q3 | $4K | Hold |
|
|||||
|
2019
Q2 | $4K | Hold |
|
|||||
|
2019
Q1 | $4K | Buy |
|