Creative 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,267
| Closed | -$215K | – | 2911 |
|
|
2023
Q2 | $215K | Sell |
4,267
-7
| -0.2% | -$352 | ﹤0.01% | 2153 |
|
|
2023
Q1 | $218K | Buy |
4,274
+1
| +0% | +$51 | ﹤0.01% | 2051 |
|
|
2022
Q4 | $213K | Buy |
+4,273
| New | +$213K | ﹤0.01% | 1974 |
|
|
2017
Q3 | – | Sell |
-767
| Closed | -$40K | – | 3397 |
|
|
2017
Q2 | $40K | Sell |
767
-133
| -15% | -$6.94K | ﹤0.01% | 2667 |
|
|
2017
Q1 | $48K | Buy |
+900
| New | +$48K | ﹤0.01% | 2489 |
|
|
2015
Q4 | – | Sell |
-502
| Closed | -$26K | – | 4413 |
|
|
2015
Q3 | $26K | Buy |
+502
| New | +$26K | ﹤0.01% | 2514 |
|
|
2014
Q4 | – | Sell |
-28
| Closed | -$1K | – | 4164 |
|
|
2014
Q3 | $1K | Sell |
28
-63
| -69% | -$2.25K | ﹤0.01% | 3737 |
|
|
2014
Q2 | $5K | Buy |
+91
| New | +$5K | ﹤0.01% | 3150 |
|