SWA
Stratos Wealth 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
Q3 | – | Sell |
-20,345
| Closed | -$1.05M | – | 762 |
|
|
2024
Q2 | $1.05M | Buy |
20,345
+470
| +2% | +$24.3K | 0.05% | 322 |
|
|
2024
Q1 | $1.02M | Buy |
19,875
+1,982
| +11% | +$102K | 0.06% | 321 |
|
|
2023
Q4 | $915K | Buy |
17,893
+1,947
| +12% | +$99.6K | 0.05% | 344 |
|
|
2023
Q3 | $799K | Buy |
+15,946
| New | +$799K | 0.05% | 351 |
|
|
2022
Q1 | – | Sell |
-4,179
| Closed | -$231K | – | 577 |
|
|
2021
Q4 | $231K | Buy |
+4,179
| New | +$231K | 0.02% | 506 |
|