Centric Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $659K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1.62M | Buy |
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|
2022
Q2 | $1.83M | Buy |
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|
2022
Q1 | $2.08M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $1.06M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.06M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $1.06M | Sell |
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|
2019
Q2 | $1.14M | Buy |
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|
2019
Q1 | $852K | Buy |
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|
2018
Q4 | $787K | Buy |
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