Milestone Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-9,030
| Closed | -$461K | – | 71 |
|
|
2023
Q1 | $461K | Sell |
9,030
-324,659
| -97% | -$16.6M | 0.43% | 40 |
|
|
2022
Q4 | $16.6M | Sell |
333,689
-25,774
| -7% | -$1.29M | 12.38% | 2 |
|
|
2022
Q3 | $17.8M | Buy |
359,463
+192,930
| +116% | +$9.53M | 13.32% | 1 |
|
|
2022
Q2 | $8.76M | Buy |
166,533
+162,326
| +3,858% | +$8.53M | 7.09% | 3 |
|
|
2022
Q1 | $229K | Buy |
+4,207
| New | +$229K | 0.12% | 79 |
|