Sigma Planning Corp’s PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund ZROZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-15,585
| Closed | -$1.36M | – | 1368 |
|
2022
Q4 | $1.36M | Buy |
+15,585
| New | +$1.36M | 0.05% | 384 |
|
2021
Q2 | – | Sell |
-1,813
| Closed | -$239K | – | 1470 |
|
2021
Q1 | $239K | Buy |
+1,813
| New | +$239K | 0.01% | 1095 |
|
2020
Q4 | – | Sell |
-2,657
| Closed | -$454K | – | 1237 |
|
2020
Q3 | $454K | Buy |
+2,657
| New | +$454K | 0.02% | 636 |
|