Plante Moran Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-950
| Closed | -$48.9K | – | 891 |
|
|
2024
Q1 | $48.9K | Buy |
+950
| New | +$48.9K | 0.01% | 340 |
|
|
2021
Q3 | – | Sell |
-1,384
| Closed | -$76K | – | 1016 |
|
|
2021
Q2 | $76K | Buy |
+1,384
| New | +$76K | 0.02% | 291 |
|
|
2015
Q1 | – | Sell |
-475
| Closed | -$25K | – | 786 |
|
|
2014
Q4 | $25K | Buy |
+475
| New | +$25K | 0.02% | 380 |
|