Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-992
| Closed | -$51K | – | 1855 |
|
|
2019
Q1 | $51K | Buy |
992
+482
| +95% | +$24.8K | ﹤0.01% | 887 |
|
|
2018
Q4 | $26K | Buy |
+510
| New | +$26K | ﹤0.01% | 1112 |
|
|
2017
Q4 | – | Sell |
-1,208
| Closed | -$63K | – | 2595 |
|
|
2017
Q3 | $63K | Hold |
1,208
| – | – | 0.01% | 886 |
|
|
2017
Q2 | $63K | Hold |
1,208
| – | – | 0.01% | 863 |
|
|
2017
Q1 | $64K | Hold |
1,208
| – | – | 0.01% | 737 |
|
|
2016
Q4 | $63K | Hold |
1,208
| – | – | 0.01% | 716 |
|
|
2016
Q3 | $64K | Hold |
1,208
| – | – | 0.01% | 710 |
|
|
2016
Q2 | $64K | Hold |
1,208
| – | – | 0.01% | 665 |
|
|
2016
Q1 | $63K | Hold |
1,208
| – | – | 0.01% | 642 |
|
|
2015
Q4 | $62K | Buy |
+1,208
| New | +$62K | 0.01% | 660 |
|