Winslow Evans & Crocker’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
Q4 | $6K | Buy |
+115
| New | +$6K | ﹤0.01% | 1064 |
|
2017
Q3 | – | Sell |
-233
| Closed | -$12.2K | – | 1246 |
|
2017
Q2 | $12.2K | Sell |
233
-1
| -0.4% | -$52 | ﹤0.01% | 875 |
|
2017
Q1 | $12.3K | Hold |
234
| – | – | ﹤0.01% | 848 |
|
2016
Q4 | $12.2K | Hold |
234
| – | – | ﹤0.01% | 832 |
|
2016
Q3 | $12.3K | Sell |
234
-194
| -45% | -$10.2K | ﹤0.01% | 850 |
|
2016
Q2 | $22.6K | Sell |
428
-341
| -44% | -$18K | 0.01% | 674 |
|
2016
Q1 | $40.3K | Sell |
769
-111
| -13% | -$5.81K | 0.01% | 551 |
|
2015
Q4 | $45.2K | Hold |
880
| – | – | 0.01% | 556 |
|
2015
Q3 | $45.4K | Buy |
880
+84
| +11% | +$4.33K | 0.01% | 537 |
|
2015
Q2 | $41.5K | Buy |
+796
| New | +$41.5K | 0.01% | 587 |
|