Evercore 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,200
| Closed | -$166K | – | 733 |
|
|
2017
Q4 | $166K | Hold |
3,200
| – | – | 0.01% | 389 |
|
|
2017
Q3 | $167K | Hold |
3,200
| – | – | 0.01% | 390 |
|
|
2017
Q2 | $167K | Hold |
3,200
| – | – | 0.01% | 387 |
|
|
2017
Q1 | $169K | Hold |
3,200
| – | – | 0.01% | 394 |
|
|
2016
Q4 | $168K | Hold |
3,200
| – | – | 0.01% | 405 |
|
|
2016
Q3 | $169K | Hold |
3,200
| – | – | 0.01% | 407 |
|
|
2016
Q2 | $169K | Hold |
3,200
| – | – | 0.01% | 388 |
|
|
2016
Q1 | $168K | Hold |
3,200
| – | – | 0.01% | 385 |
|
|
2015
Q4 | $164K | Hold |
3,200
| – | – | 0.01% | 406 |
|
|
2015
Q3 | $165K | Hold |
3,200
| – | – | 0.01% | 413 |
|
|
2015
Q2 | $167K | Hold |
3,200
| – | – | 0.01% | 450 |
|
|
2015
Q1 | $166K | Buy |
+3,200
| New | +$166K | 0.01% | 449 |
|