Dogwood Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.8K | Hold |
1,097
| – | – | 0.03% | 117 |
|
|
2025
Q1 | $59.3K | Sell |
1,097
-49
| -4% | -$2.65K | 0.03% | 114 |
|
|
2024
Q4 | $59.9K | Sell |
1,146
-1,432
| -56% | -$74.9K | 0.03% | 113 |
|
|
2024
Q3 | $136K | Buy |
2,578
+207
| +9% | +$10.9K | 0.08% | 93 |
|
|
2024
Q2 | $122K | Sell |
2,371
-200
| -8% | -$10.3K | 0.08% | 93 |
|
|
2024
Q1 | $132K | Sell |
2,571
-1,162
| -31% | -$59.9K | 0.09% | 89 |
|
|
2023
Q4 | $191K | Buy |
+3,733
| New | +$191K | 0.15% | 81 |
|