L. Roy Papp & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4,172
| Closed | -$226K | – | 182 |
|
|
2020
Q4 | $226K | Sell |
4,172
-200
| -5% | -$10.8K | 0.03% | 167 |
|
|
2020
Q3 | $236K | Hold |
4,372
| – | – | 0.03% | 160 |
|
|
2020
Q2 | $233K | Hold |
4,372
| – | – | 0.03% | 148 |
|
|
2020
Q1 | $226K | Hold |
4,372
| – | – | 0.04% | 142 |
|
|
2019
Q4 | $229K | Hold |
4,372
| – | – | 0.03% | 164 |
|
|
2019
Q3 | $229K | Hold |
4,372
| – | – | 0.04% | 156 |
|
|
2019
Q2 | $230K | Buy |
+4,372
| New | +$230K | 0.04% | 157 |
|