Geneos Wealth Management’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-15
| Closed | -$833 | – | 2136 |
|
|
2024
Q1 | $833 | Buy |
+15
| New | +$833 | ﹤0.01% | 2062 |
|
|
2020
Q4 | – | Sell |
-100
| Closed | -$8K | – | 2950 |
|
|
2020
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 2030 |
|
|
2020
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 1985 |
|
|
2020
Q1 | $8K | Sell |
100
-150
| -60% | -$12K | ﹤0.01% | 1893 |
|
|
2019
Q4 | $18K | Buy |
250
+150
| +150% | +$10.8K | ﹤0.01% | 1732 |
|
|
2019
Q3 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 2007 |
|