KMS Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $605K | Buy |
11,520
+2,100
| +22% | +$110K | 0.08% | 226 |
|
|
2014
Q2 | $505K | Sell |
9,420
-1,000
| -10% | -$53.6K | 0.07% | 266 |
|
|
2014
Q1 | $552K | Sell |
10,420
-1,092
| -9% | -$57.8K | 0.09% | 240 |
|
|
2013
Q4 | $609K | Sell |
11,512
-935
| -8% | -$49.5K | 0.1% | 222 |
|
|
2013
Q3 | $660K | Buy |
12,447
+240
| +2% | +$12.7K | 0.16% | 155 |
|
|
2013
Q2 | $643K | Buy |
+12,207
| New | +$643K | 0.18% | 144 |
|