TrueWealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $80K | Hold |
1,509
| – | – | 0.03% | 223 |
|
|
2020
Q1 | $78K | Hold |
1,509
| – | – | 0.04% | 205 |
|
|
2019
Q4 | $79K | Sell |
1,509
-1,016
| -40% | -$53.2K | 0.03% | 225 |
|
|
2019
Q3 | $132K | Hold |
2,525
| – | – | 0.06% | 170 |
|
|
2019
Q2 | $133K | Hold |
2,525
| – | – | 0.06% | 170 |
|
|
2019
Q1 | $131K | Hold |
2,525
| – | – | 0.06% | 171 |
|
|
2018
Q4 | $128K | Hold |
2,525
| – | – | 0.06% | 166 |
|
|
2018
Q3 | $130K | Hold |
2,525
| – | – | 0.06% | 175 |
|
|
2018
Q2 | $131K | Hold |
2,525
| – | – | 0.06% | 173 |
|
|
2018
Q1 | $131K | Hold |
2,525
| – | – | 0.07% | 164 |
|
|
2017
Q4 | $131K | Buy |
+2,525
| New | +$131K | 0.06% | 179 |
|