LWA
TUZ
Lowe Wealth Advisors’s PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund TUZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,120
| Closed | -$57K | – | 336 |
|
|
2019
Q3 | $57K | Hold |
1,120
| – | – | 0.03% | 59 |
|
|
2019
Q2 | $57K | Hold |
1,120
| – | – | 0.03% | 57 |
|
|
2019
Q1 | $56K | Hold |
1,120
| – | – | 0.03% | 55 |
|
|
2018
Q4 | $56K | Hold |
1,120
| – | – | 0.04% | 51 |
|
|
2018
Q3 | $56K | Hold |
1,120
| – | – | 0.03% | 59 |
|
|
2018
Q2 | $56K | Hold |
1,120
| – | – | 0.03% | 61 |
|
|
2018
Q1 | $56K | Sell |
1,120
-26,446
| -96% | -$1.32M | 0.04% | 59 |
|
|
2017
Q4 | $1.39M | Sell |
27,566
-40,475
| -59% | -$2.04M | 0.84% | 18 |
|
|
2017
Q3 | $3.45M | Sell |
68,041
-1,446
| -2% | -$73.2K | 2.15% | 12 |
|
|
2017
Q2 | $3.52M | Sell |
69,487
-47,541
| -41% | -$2.41M | 2.25% | 12 |
|
|
2017
Q1 | $5.93M | Sell |
117,028
-72
| -0.1% | -$3.65K | 3.9% | 10 |
|
|
2016
Q4 | $5.93M | Sell |
117,100
-734
| -0.6% | -$37.2K | 4.06% | 10 |
|
|
2016
Q3 | $6.02M | Sell |
117,834
-104
| -0.1% | -$5.31K | 4.08% | 7 |
|
|
2016
Q2 | $6.05M | Sell |
117,938
-8,828
| -7% | -$453K | 4.06% | 7 |
|
|
2016
Q1 | $6.48M | Buy |
126,766
+3,472
| +3% | +$177K | 4.44% | 6 |
|
|
2015
Q4 | $6.25M | Buy |
123,294
+516
| +0.4% | +$26.1K | 4.25% | 7 |
|
|
2015
Q3 | $6.27M | Sell |
122,778
-3,038
| -2% | -$155K | 4.75% | 7 |
|
|
2015
Q2 | $6.41M | Buy |
125,816
+1,014
| +0.8% | +$51.7K | 4.34% | 7 |
|
|
2015
Q1 | $6.37M | Sell |
124,802
-695
| -0.6% | -$35.4K | 4.33% | 7 |
|
|
2014
Q4 | $6.4M | Buy |
+125,497
| New | +$6.4M | 4.58% | 8 |
|