Clear Perspectives Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-389
| Closed | -$20K | – | 233 |
|
|
2022
Q2 | $20K | Sell |
389
-257,187
| -100% | -$13.2M | 0.01% | 128 |
|
|
2022
Q1 | $14M | Sell |
257,576
-51,537
| -17% | -$2.81M | 5.32% | 8 |
|
|
2021
Q4 | $17.1M | Buy |
309,113
+28,259
| +10% | +$1.56M | 6.9% | 4 |
|
|
2021
Q3 | $15.4M | Buy |
280,854
+44,198
| +19% | +$2.42M | 6.98% | 3 |
|
|
2021
Q2 | $13M | Buy |
236,656
+175,533
| +287% | +$9.66M | 6.29% | 3 |
|
|
2021
Q1 | $3.35M | Buy |
+61,123
| New | +$3.35M | 1.94% | 12 |
|