OneDigital Investment Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-3,000
| Closed | -$155K | – | 1219 |
|
2018
Q2 | $155K | Sell |
3,000
-302
| -9% | -$15.6K | 0.03% | 256 |
|
2018
Q1 | $172K | Buy |
3,302
+2,000
| +154% | +$104K | 0.04% | 244 |
|
2017
Q4 | $68K | Buy |
1,302
+1,000
| +331% | +$52.2K | 0.01% | 429 |
|
2017
Q3 | $16K | Hold |
302
| – | – | 0.01% | 716 |
|
2017
Q2 | $16K | Buy |
+302
| New | +$16K | ﹤0.01% | 826 |
|