Strategic Wealth Partners’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.5K | Buy |
+362
| New | +$19.5K | ﹤0.01% | 651 |
|
|
2020
Q2 | – | Sell |
-9,484
| Closed | -$497K | – | 162 |
|
|
2020
Q1 | $497K | Hold |
9,484
| – | – | 0.26% | 93 |
|
|
2019
Q4 | $497K | Sell |
9,484
-1,787
| -16% | -$93.6K | 0.26% | 93 |
|
|
2019
Q3 | $589 | Sell |
11,271
-1,122
| -9% | -$59 | ﹤0.01% | 221 |
|
|
2019
Q2 | $652K | Sell |
12,393
-4,538
| -27% | -$239K | 0.31% | 85 |
|
|
2019
Q1 | $876K | Sell |
16,931
-207
| -1% | -$10.7K | 0.4% | 78 |
|
|
2018
Q4 | $916K | Hold |
17,138
| – | – | 0.46% | 71 |
|
|
2018
Q3 | $880K | Sell |
17,138
-84
| -0.5% | -$4.31K | 0.47% | 73 |
|
|
2018
Q2 | $891K | Sell |
17,222
-2,539
| -13% | -$131K | 0.52% | 64 |
|
|
2018
Q1 | $1.03M | Sell |
19,761
-26,758
| -58% | -$1.39M | 0.53% | 61 |
|
|
2017
Q4 | $2.44M | Buy |
+46,519
| New | +$2.44M | 1.35% | 13 |
|