Lws Wealth Advisors, Inc. Pimco ETF Tr 1 5 Yr Us Tips In Transaction History

Lws Wealth Advisors, Inc.

$255 Million
Q4 2023

A detailed history of Lws Wealth Advisors, Inc. transactions in Pimco ETF Tr 1 5 Yr Us Tips In stock. As of the latest transaction made, Lws Wealth Advisors, Inc. holds 4,633 shares of STPZ stock, worth $248,514. This represents 0.09% of its overall portfolio holdings.

Number of Shares

4,633

Previous 4,991 7.17%

Holding current value

$248,514

Previous $249,000 5.22%

% of portfolio

0.09%

Previous 0.11%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	SELL	$49.78 - $51.24 $17,821 - $18,343	-358 Reduced 7.17%	4,633 $236,000
Q3 2023 Nov 13, 2023	BUY	$49.95 - $50.47 $1,348 - $1,362	27 Added 0.54%	4,991 $249,000
Q2 2023 Jul 28, 2023	BUY	$50.22 - $51.24 $1,155 - $1,178	23 Added 0.47%	4,964 $249,000
Q1 2023 Apr 28, 2023	BUY	$49.72 - $51.04 $497 - $510	10 Added 0.2%	4,941 $252,000
Q4 2022 Feb 14, 2023	SELL	$49.5 - $50.47 $8,464 - $8,630	-171 Reduced 3.35%	4,931 $245,000
Q3 2022 Nov 14, 2022	BUY	$49.41 - $53.19 $3,014 - $3,244	61 Added 1.21%	5,102 $252,000
Q2 2022 Aug 05, 2022	BUY	$52.18 - $54.31 $3,861 - $4,018	74 Added 1.49%	5,041 $264,000
Q1 2022 May 10, 2022	SELL	$53.89 - $55.59 $8,999 - $9,283	-167 Reduced 3.25%	4,967 $271,000
Q4 2021 Feb 02, 2022	BUY	$54.79 - $55.7 $547 - $557	10 Added 0.2%	5,134 $283,000
Q3 2021 Nov 09, 2021	SELL	$54.77 - $55.56 $11,939 - $12,112	-218 Reduced 4.08%	5,124 $281,000
Q2 2021 Jul 23, 2021	BUY	$54.67 - $55.45 $2,186 - $2,218	40 Added 0.75%	5,342 $294,000
Q1 2021 Apr 29, 2021	BUY	$54.27 - $54.96 $11,776 - $11,926	217 Added 4.27%	5,302 $291,000
Q4 2020 Jan 20, 2021	SELL	$53.36 - $54.18 $29,774 - $30,232	-558 Reduced 9.89%	5,085 $275,000
Q3 2020 Nov 10, 2020	SELL	$53.18 - $54.24 $7,392 - $7,539	-139 Reduced 2.4%	5,643 $304,000
Q2 2020 Aug 05, 2020	SELL	$51.64 - $53.25 $516 - $532	-10 Reduced 0.17%	5,782 $308,000
Q1 2020 May 04, 2020	SELL	$49.59 - $53.19 $3,818 - $4,095	-77 Reduced 1.31%	5,792 $300,000
Q4 2019 Feb 06, 2020	BUY	$52.17 - $52.55 $306,185 - $308,415	5,869 New	5,869 $307,000

Others Institutions Holding STPZ

# of Institutions

128

Shares Held

8.82M

Call Options Held

Put Options Held

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About PIMCO ETF TR 1-5 YR US TIPS IN

Ticker STPZ
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Lws Wealth Advisors, Inc. Pimco ETF Tr 1 5 Yr Us Tips In Transaction History