LGWM
Litman Gregory Wealth Management’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-23,598
| Closed | -$1.28M | – | 143 |
|
|
2024
Q3 | $1.28M | Sell |
23,598
-8,813
| -27% | -$477K | 0.11% | 67 |
|
|
2024
Q2 | $1.7M | Sell |
32,411
-15,517
| -32% | -$815K | 0.15% | 58 |
|
|
2024
Q1 | $2.56M | Hold |
47,928
| – | – | 0.23% | 50 |
|
|
2023
Q4 | $2.56M | Sell |
47,928
-4,909
| -9% | -$262K | 0.24% | 51 |
|
|
2023
Q3 | $2.74M | Hold |
52,837
| – | – | 0.28% | 49 |
|
|
2023
Q2 | $2.86M | Buy |
+52,837
| New | +$2.86M | 0.36% | 31 |
|
|
2023
Q1 | – | Sell |
-53,837
| Closed | -$2.91M | – | 90 |
|
|
2022
Q4 | $2.91M | Buy |
+53,837
| New | +$2.91M | 0.41% | 31 |
|