1834 Investment Advisors’s iShares TIPS Bond ETF TIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-808
| Closed | -$92K | – | 424 |
|
|
2022
Q2 | $92K | Buy |
808
+678
| +522% | +$77.2K | 0.01% | 231 |
|
|
2022
Q1 | $16K | Buy |
+130
| New | +$16K | ﹤0.01% | 325 |
|
|
2019
Q4 | – | Sell |
-33
| Closed | -$4K | – | 488 |
|
|
2019
Q3 | $4K | Buy |
+33
| New | +$4K | ﹤0.01% | 431 |
|
|
2018
Q3 | – | Sell |
-151
| Closed | -$17K | – | 428 |
|
|
2018
Q2 | $17K | Sell |
151
-209
| -58% | -$23.5K | ﹤0.01% | 343 |
|
|
2018
Q1 | $40K | Sell |
360
-265
| -42% | -$29.4K | 0.01% | 293 |
|
|
2017
Q4 | $71K | Buy |
+625
| New | +$71K | 0.01% | 265 |
|