LMG Wealth Partners’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,612
| Closed | -$304K | – | 135 |
|
|
2024
Q3 | $304K | Sell |
5,612
-182
| -3% | -$9.85K | 0.07% | 105 |
|
|
2024
Q2 | $304K | Sell |
5,794
-1,232
| -18% | -$64.7K | 0.08% | 102 |
|
|
2024
Q1 | $375K | Hold |
7,026
| – | – | 0.09% | 99 |
|
|
2023
Q4 | $375K | Sell |
7,026
-93,294
| -93% | -$4.97M | 0.1% | 80 |
|
|
2023
Q3 | $5.19M | Buy |
100,320
+12,096
| +14% | +$626K | 1.58% | 23 |
|
|
2023
Q2 | $4.77M | Buy |
88,224
+2,114
| +2% | +$114K | 1.46% | 28 |
|
|
2023
Q1 | $4.8M | Buy |
86,110
+5,257
| +7% | +$293K | 1.55% | 23 |
|
|
2022
Q4 | $4.42M | Buy |
+80,853
| New | +$4.42M | 1.46% | 29 |
|