EP Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,940
| Closed | -$259K | – | 430 |
|
|
2019
Q4 | $259K | Sell |
4,940
-1,750
| -26% | -$91.8K | 0.01% | 356 |
|
|
2019
Q3 | $351K | Sell |
6,690
-1,263
| -16% | -$66.3K | 0.02% | 257 |
|
|
2019
Q2 | $418K | Sell |
7,953
-2,657
| -25% | -$140K | 0.03% | 207 |
|
|
2019
Q1 | $549K | Sell |
10,610
-6,399
| -38% | -$331K | 0.05% | 161 |
|
|
2018
Q4 | $865K | Sell |
17,009
-9,144
| -35% | -$465K | 0.07% | 131 |
|
|
2018
Q3 | $1.34M | Buy |
+26,153
| New | +$1.34M | 0.1% | 100 |
|