IFP Advisors’s PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund TUZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5257 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 5060 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4878 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4635 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4428 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 4193 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 4046 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3962 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3887 |
|
|
2019
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 2049 |
|
|
2018
Q4 | $3K | Sell |
50
-442
| -90% | -$26.5K | ﹤0.01% | 3052 |
|
|
2018
Q3 | $25K | Hold |
492
| – | – | ﹤0.01% | 2324 |
|
|
2018
Q2 | $25K | Hold |
492
| – | – | ﹤0.01% | 2318 |
|
|
2018
Q1 | $25K | Hold |
492
| – | – | ﹤0.01% | 2263 |
|
|
2017
Q4 | $25K | Sell |
492
-343
| -41% | -$17.4K | ﹤0.01% | 2259 |
|
|
2017
Q3 | $42K | Buy |
835
+785
| +1,570% | +$39.5K | ﹤0.01% | 2087 |
|
|
2017
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 3634 |
|
|
2017
Q1 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 3555 |
|
|
2016
Q2 | – | Sell |
-50
| Closed | -$3K | – | 4356 |
|
|
2016
Q1 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 2049 |
|