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HCR Wealth Advisors’s PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund ZROZ Stock Holding History

HCR Wealth Advisors’s Portfolio ZROZ Stock Details ZROZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-150
Closed -$26K – 277
2020
Q3 		$26K Hold
150
– – 0.01% 199
2020
Q2 		$26K Hold
150
– – 0.01% 198
2020
Q1 		$26K Hold
150
– – 0.01% 190
2019
Q4 		$20K Buy
+150
New +$20K ﹤0.01% 194