WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-19
| Closed | -$1K | – | 1706 |
|
|
2016
Q3 | $1K | Hold |
19
| – | – | ﹤0.01% | 1493 |
|
|
2016
Q2 | $1K | Hold |
19
| – | – | ﹤0.01% | 1482 |
|
|
2016
Q1 | $1K | Sell |
19
-174
| -90% | -$9.16K | ﹤0.01% | 1448 |
|
|
2015
Q4 | $10K | Buy |
193
+174
| +916% | +$9.02K | ﹤0.01% | 1081 |
|
|
2015
Q3 | $1K | Hold |
19
| – | – | ﹤0.01% | 1516 |
|
|
2015
Q2 | $1K | Hold |
19
| – | – | ﹤0.01% | 1580 |
|
|
2015
Q1 | $1K | Hold |
19
| – | – | ﹤0.01% | 1649 |
|
|
2014
Q4 | $1K | Hold |
19
| – | – | ﹤0.01% | 1972 |
|
|
2014
Q3 | $1K | Hold |
19
| – | – | ﹤0.01% | 1985 |
|
|
2014
Q2 | $1K | Hold |
19
| – | – | ﹤0.01% | 1902 |
|
|
2014
Q1 | $1K | Sell |
19
-65
| -77% | -$3.42K | ﹤0.01% | 1898 |
|
|
2013
Q4 | $4K | Sell |
84
-1,602
| -95% | -$76.3K | ﹤0.01% | 1818 |
|
|
2013
Q3 | $89K | Hold |
1,686
| – | – | 0.01% | 738 |
|
|
2013
Q2 | $89K | Buy |
+1,686
| New | +$89K | 0.01% | 699 |
|