Sargent Bickham Lagudis’s PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund TUZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-490
| Closed | -$25K | – | 853 |
|
|
2017
Q3 | $25K | Hold |
490
| – | – | ﹤0.01% | 469 |
|
|
2017
Q2 | $25K | Hold |
490
| – | – | ﹤0.01% | 455 |
|
|
2017
Q1 | $25K | Sell |
490
-5,948
| -92% | -$303K | ﹤0.01% | 460 |
|
|
2016
Q4 | $326K | Sell |
6,438
-3,925
| -38% | -$199K | 0.05% | 154 |
|
|
2016
Q3 | $530 | Hold |
10,363
| – | – | 0.08% | 132 |
|
|
2016
Q2 | $531K | Hold |
10,363
| – | – | 0.08% | 134 |
|
|
2016
Q1 | $529K | Buy |
+10,363
| New | +$529K | 0.09% | 134 |
|