Glassman Wealth Services’s PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund ZROZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-853
| Closed | -$72.8K | – | 1891 |
|
|
2023
Q4 | $72.8K | Buy |
853
+4
| +0.5% | +$341 | 0.01% | 362 |
|
|
2023
Q3 | $61.7K | Buy |
+849
| New | +$61.7K | 0.01% | 372 |
|
|
2016
Q3 | – | Sell |
-44
| Closed | -$6K | – | 601 |
|
|
2016
Q2 | $6K | Hold |
44
| – | – | 0.01% | 370 |
|
|
2016
Q1 | $5K | Buy |
+44
| New | +$5K | ﹤0.01% | 381 |
|