Concert 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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-18,631
| Closed | -$2.02M | – | 455 |
|
|
2017
Q1 | $2.02M | Sell |
18,631
-80
| -0.4% | -$8.69K | 0.46% | 47 |
|
|
2016
Q4 | $2.03M | Buy |
18,711
+11,605
| +163% | +$1.26M | 0.45% | 48 |
|
|
2016
Q3 | $960K | Buy |
+7,106
| New | +$960K | 0.12% | 230 |
|
|
2016
Q2 | – | Sell |
-9,105
| Closed | -$1.13M | – | 726 |
|
|
2016
Q1 | $1.13M | Buy |
+9,105
| New | +$1.13M | 0.15% | 180 |
|
|
2015
Q2 | – | Sell |
-20,395
| Closed | – | – | 717 |
|
|
2015
Q1 | $0 | Buy |
+20,395
| New | – | ﹤0.01% | 637 |
|