Total Clarity Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-3,556
| Closed | -$186K | – | 887 |
|
2022
Q2 | $186K | Sell |
3,556
-1,350
| -28% | -$70.6K | 0.1% | 215 |
|
2022
Q1 | $267K | Sell |
4,906
-200
| -4% | -$10.9K | 0.15% | 175 |
|
2021
Q4 | $282K | Buy |
5,106
+400
| +8% | +$22.1K | 0.13% | 169 |
|
2021
Q3 | $258K | Buy |
+4,706
| New | +$258K | 0.12% | 188 |
|
2021
Q2 | – | Sell |
-1,190
| Closed | -$65K | – | 676 |
|
2021
Q1 | $65K | Buy |
+1,190
| New | +$65K | 0.04% | 300 |
|