EWM
Evermay Wealth Management’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-317
| Closed | -$16K | – | 591 |
|
|
2022
Q3 | $16K | Sell |
317
-228
| -42% | -$11.5K | ﹤0.01% | 361 |
|
|
2022
Q2 | $28K | Sell |
545
-4,164
| -88% | -$214K | 0.01% | 319 |
|
|
2022
Q1 | $257K | Buy |
4,709
+4,474
| +1,904% | +$244K | 0.04% | 163 |
|
|
2021
Q4 | $13K | Buy |
+235
| New | +$13K | ﹤0.01% | 388 |
|