Lokken Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-73,000
| Closed | -$3.61M | – | 127 |
|
|
2022
Q3 | $3.61M | Buy |
73,000
+3,023
| +4% | +$149K | 3.11% | 9 |
|
|
2022
Q2 | $3.66M | Sell |
69,977
-6,998
| -9% | -$366K | 2.97% | 8 |
|
|
2022
Q1 | $4.16M | Buy |
76,975
+7,724
| +11% | +$418K | 3.3% | 6 |
|
|
2021
Q4 | $3.82M | Buy |
69,251
+502
| +0.7% | +$27.7K | 2.73% | 8 |
|
|
2021
Q3 | $3.77M | Buy |
68,749
+24,721
| +56% | +$1.36M | 2.99% | 7 |
|
|
2021
Q2 | $2.42M | Buy |
+44,028
| New | +$2.42M | 1.97% | 13 |
|