SMA
Sage Mountain Advisors’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,834
| Closed | -$93.8K | – | 425 |
|
|
2023
Q4 | $93.8K | Buy |
+1,834
| New | +$93.8K | 0.01% | 294 |
|
|
2023
Q3 | – | Sell |
-1,834
| Closed | -$92.3K | – | 381 |
|
|
2023
Q2 | $92.3K | Hold |
1,834
| – | – | 0.01% | 282 |
|
|
2023
Q1 | $93.6K | Sell |
1,834
-741
| -29% | -$37.8K | 0.02% | 269 |
|
|
2022
Q4 | $128K | Sell |
2,575
-102
| -4% | -$5.09K | 0.03% | 186 |
|
|
2022
Q3 | $132K | Buy |
+2,677
| New | +$132K | 0.04% | 216 |
|