H&H Retirement Design & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-13,162
| Closed | -$721K | – | 65 |
|
|
2021
Q4 | $721K | Sell |
13,162
-107,996
| -89% | -$5.92M | 0.46% | 39 |
|
|
2021
Q3 | $6.65M | Buy |
121,158
+4,001
| +3% | +$220K | 4.09% | 12 |
|
|
2021
Q2 | $6.46M | Sell |
117,157
-7,183
| -6% | -$396K | 3.96% | 12 |
|
|
2021
Q1 | $6.83M | Buy |
+124,340
| New | +$6.83M | 4.1% | 10 |
|
|
2020
Q3 | $5.57M | Buy |
103,270
+89,649
| +658% | +$4.83M | 4.37% | 8 |
|
|
2020
Q2 | $725K | Sell |
13,621
-1,835
| -12% | -$97.7K | 0.64% | 31 |
|
|
2020
Q1 | $799K | Buy |
+15,456
| New | +$799K | 0.76% | 32 |
|