WealthOne’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,304
| Closed | -$393K | – | 136 |
|
|
2021
Q4 | $393K | Buy |
4,304
+42
| +1% | +$3.84K | 0.14% | 73 |
|
|
2021
Q3 | $370K | Buy |
+4,262
| New | +$370K | 0.14% | 83 |
|
|
2021
Q1 | – | Sell |
-4,050
| Closed | -$359K | – | 126 |
|
|
2020
Q4 | $359K | Buy |
+4,050
| New | +$359K | 0.17% | 72 |
|
|
2020
Q3 | – | Sell |
-4,027
| Closed | -$336K | – | 105 |
|
|
2020
Q2 | $336K | Buy |
+4,027
| New | +$336K | 0.21% | 65 |
|