LWS Wealth Advisors’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $237K | Sell |
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|
2023
Q3 | $250K | Buy |
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|
2023
Q2 | $250K | Buy |
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|
2023
Q1 | $252K | Buy |
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|
2022
Q4 | $246K | Sell |
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|
2022
Q3 | $252K | Buy |
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|
2022
Q2 | $264K | Buy |
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|
2022
Q1 | $271K | Sell |
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|
2021
Q4 | $283K | Buy |
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|
2021
Q3 | $281K | Sell |
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|
2021
Q2 | $294K | Buy |
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|
2021
Q1 | $291K | Buy |
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|
2020
Q4 | $275K | Sell |
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|
2020
Q3 | $304K | Sell |
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|
2020
Q2 | $308K | Sell |
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|
2020
Q1 | $300K | Sell |
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|
2019
Q4 | $307K | Buy |
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