Klingman & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-2,250
| Closed | -$119K | – | 287 |
|
|
2016
Q3 | $119K | Hold |
2,250
| – | – | 0.04% | 124 |
|
|
2016
Q2 | $119K | Hold |
2,250
| – | – | 0.04% | 123 |
|
|
2016
Q1 | $118K | Hold |
2,250
| – | – | 0.04% | 124 |
|
|
2015
Q4 | $115K | Hold |
2,250
| – | – | 0.04% | 144 |
|
|
2015
Q3 | $116K | Hold |
2,250
| – | – | 0.05% | 144 |
|
|
2015
Q2 | $117K | Hold |
2,250
| – | – | 0.05% | 123 |
|
|
2015
Q1 | $117K | Hold |
2,250
| – | – | 0.05% | 118 |
|
|
2014
Q4 | $116K | Buy |
+2,250
| New | +$116K | 0.05% | 115 |
|