Patriot Financial Group Insurance Agency’s PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund ZROZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-19
| Closed | -$2K | – | 1995 |
|
|
2022
Q2 | $2K | Hold |
19
| – | – | ﹤0.01% | 1829 |
|
|
2022
Q1 | $3K | Hold |
19
| – | – | ﹤0.01% | 1812 |
|
|
2021
Q4 | $3K | Hold |
19
| – | – | ﹤0.01% | 1897 |
|
|
2021
Q3 | $3K | Hold |
19
| – | – | ﹤0.01% | 1891 |
|
|
2021
Q2 | $3K | Sell |
19
-4
| -17% | -$632 | ﹤0.01% | 1825 |
|
|
2021
Q1 | $3K | Hold |
23
| – | – | ﹤0.01% | 1728 |
|
|
2020
Q4 | $4K | Hold |
23
| – | – | ﹤0.01% | 1518 |
|
|
2020
Q3 | $4K | Hold |
23
| – | – | ﹤0.01% | 1326 |
|
|
2020
Q2 | $4K | Sell |
23
-8
| -26% | -$1.39K | ﹤0.01% | 1275 |
|
|
2020
Q1 | $5K | Hold |
31
| – | – | ﹤0.01% | 1097 |
|
|
2019
Q4 | $4K | Buy |
31
+17
| +121% | +$2.19K | ﹤0.01% | 1023 |
|
|
2019
Q3 | $2K | Buy |
+14
| New | +$2K | ﹤0.01% | 1130 |
|