Focused 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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $17.4K | Sell |
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|
2023
Q3 | $17.8K | Sell |
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|
2023
Q2 | $20.1K | Sell |
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|
2023
Q1 | $23.4K | Buy |
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|
2022
Q4 | $22.8K | Hold |
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|
2022
Q3 | $23K | Buy |
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|
2022
Q2 | $24K | Buy |
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|
2022
Q1 | $25K | Buy |
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|
2021
Q4 | $25K | Hold |
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|
2021
Q3 | $25K | Buy |
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|
2021
Q2 | $25K | Buy |
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|
2021
Q1 | $25K | Hold |
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|
2020
Q4 | $24K | Sell |
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|
2020
Q3 | $24K | Hold |
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|
2020
Q2 | $24K | Buy |
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|
2020
Q1 | $23K | Sell |
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|
2019
Q4 | $27K | Sell |
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|
2019
Q3 | $36K | Sell |
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|
2019
Q2 | $37K | Sell |
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|
2019
Q1 | $47K | Sell |
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|
2018
Q4 | $343K | Sell |
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|
2018
Q3 | $512K | Sell |
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|
2018
Q2 | $584K | Sell |
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|
2018
Q1 | $618K | Buy |
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|
2017
Q4 | $586K | Sell |
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|
2017
Q3 | $4.1M | Buy |
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|
2017
Q2 | $3.46M | Buy |
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|
2017
Q1 | $3.43M | Buy |
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|
2016
Q4 | $1K | Hold |
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|
2016
Q3 | $1K | Hold |
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|
2016
Q2 | $1K | Hold |
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|
2016
Q1 | $1K | Hold |
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|
2015
Q4 | $1K | Sell |
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|
2015
Q3 | $953K | Hold |
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|
2015
Q2 | $965K | Hold |
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|
2015
Q1 | $959K | Buy |
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|
2014
Q4 | $883K | Buy |
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|
2014
Q3 | $812K | Sell |
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|
2014
Q2 | $832K | Sell |
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|
2014
Q1 | $828K | Sell |
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|
2013
Q4 | $989K | Hold |
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|
2013
Q3 | $992K | Buy |
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