Regal 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,053
| Closed | -$416K | – | 571 |
|
|
2024
Q2 | $416K | Sell |
8,053
-468
| -5% | -$24.2K | 0.03% | 388 |
|
|
2024
Q1 | $439K | Sell |
8,521
-442
| -5% | -$22.8K | 0.03% | 383 |
|
|
2023
Q4 | $458K | Buy |
8,963
+866
| +11% | +$44.3K | 0.03% | 343 |
|
|
2023
Q3 | $406K | Buy |
8,097
+1,635
| +25% | +$81.9K | 0.03% | 327 |
|
|
2023
Q2 | $325K | Buy |
6,462
+478
| +8% | +$24K | 0.03% | 382 |
|
|
2023
Q1 | $305K | Buy |
5,984
+731
| +14% | +$37.3K | 0.03% | 388 |
|
|
2022
Q4 | $262K | Buy |
+5,253
| New | +$262K | 0.03% | 409 |
|
|
2015
Q4 | – | Sell |
-65
| Closed | -$3K | – | 796 |
|
|
2015
Q3 | $3K | Buy |
+65
| New | +$3K | ﹤0.01% | 900 |
|
|
2013
Q4 | – | Sell |
-141
| Closed | -$7K | – | 949 |
|
|
2013
Q3 | $7K | Buy |
+141
| New | +$7K | ﹤0.01% | 667 |
|