Ridgewood Investments’s PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund TUZ Stock Holding History

Ridgewood Investments’s Portfolio TUZ Stock Details TUZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-5,621	Closed	-$286K	–	207
2019 Q3	$286K	Buy	5,621 +47	+0.8%	+$2.39K	0.22%	133
2019 Q2	$284K	Buy	5,574 +212	+4%	+$10.7K	0.22%	130
2019 Q1	$271K	Buy	5,362 +226	+4%	+$11.3K	0.22%	135
2018 Q4	$256K	Hold	5,136	–	–	0.2%	137
2018 Q3	$256K	Buy	5,136 +201	+4%	+$10K	0.2%	138
2018 Q2	$247K	Buy	4,935 +55	+1%	+$2.75K	0.22%	134
2018 Q1	$244K	Sell	4,880 -481	-9%	-$24.1K	0.22%	124
2017 Q4	$270K	Buy	5,361 +193	+4%	+$9.74K	0.24%	120
2017 Q3	$262K	Sell	5,168 -76	-1%	-$3.85K	0.25%	117
2017 Q2	$266K	Buy	5,244 +293	+6%	+$14.9K	0.27%	109
2017 Q1	$251K	Buy	4,951 +118	+2%	+$5.98K	0.27%	107
2016 Q4	$244K	Buy	+4,833	New	+$246K	0.29%	96

Ridgewood Investments's TUZ Position: Q4 2019 in Review

Ridgewood Investments sold out of PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund (TUZ) in Q4 2019, closing a stake of 5,621 shares — an estimated $286K sold.

Ridgewood Investments first reported a position in TUZ in Q4 2016 and held it in 12 quarters. The position peaked at $286K in Q3 2019. 0 funds tracked by Wall St. Rank hold TUZ as of Q4 2019.

Ridgewood Investments reported no remaining PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund position as of Q4 2019 after selling out during the quarter.
Ridgewood Investments sold 5,621 PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund shares in Q4 2019, an estimated $286K.
Ridgewood Investments first reported a position in PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund in Q4 2016 and held it in 12 quarters.
Ridgewood Investments's PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund position peaked at $286K in Q3 2019.
0 funds tracked by Wall St. Rank held PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund as of Q4 2019.

Based on Ridgewood Investments's 13F filing for Q4 2019, filed 15 Jan 2020.