Sowell Financial Services’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $853K | Sell |
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|
2023
Q4 | $1.3M | Sell |
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|
2023
Q3 | $1.53M | Sell |
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|
2023
Q2 | $16.4M | Buy |
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|
2023
Q1 | $11.5M | Buy |
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|
2022
Q4 | $11M | Buy |
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|
2022
Q3 | $5.26M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $107K | Hold |
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|
2020
Q4 | $105K | Hold |
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|
2020
Q3 | $105K | Sell |
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|
2020
Q2 | $104K | Buy |
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