Curran Financial Partners’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-15,855
| Closed | -$857K | – | 71 |
|
|
2022
Q4 | $857K | Sell |
15,855
-1,583
| -9% | -$85.6K | 0.41% | 44 |
|
|
2022
Q3 | $928K | Sell |
17,438
-988
| -5% | -$52.6K | 0.47% | 32 |
|
|
2022
Q2 | $1.06M | Sell |
18,426
-4,850
| -21% | -$279K | 0.5% | 34 |
|
|
2022
Q1 | $1.47M | Buy |
23,276
+10,748
| +86% | +$681K | 0.61% | 42 |
|
|
2021
Q4 | $827K | Buy |
+12,528
| New | +$827K | 0.35% | 44 |
|