Rezny Wealth Management’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
Q1 | – | Sell |
-70,507
| Closed | -$3.66M | – | 13 |
|
|
2017
Q4 | $3.66M | Sell |
70,507
-7,908
| -10% | -$411K | 2.69% | 11 |
|
|
2017
Q3 | $4.09M | Sell |
78,415
-15,664
| -17% | -$818K | 3.23% | 11 |
|
|
2017
Q2 | $4.91M | Buy |
94,079
+528
| +0.6% | +$27.5K | 3.9% | 12 |
|
|
2017
Q1 | $4.94M | Buy |
93,551
+3,055
| +3% | +$161K | 4.07% | 11 |
|
|
2016
Q4 | $4.75M | Buy |
+90,496
| New | +$4.75M | 4.13% | 11 |
|