Advocacy Wealth Management Services’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
Q2 | – | Sell |
-31
| Closed | -$4K | – | 199 |
|
|
2022
Q1 | $4K | Buy |
+31
| New | +$4K | ﹤0.01% | 130 |
|
|
2019
Q4 | – | Sell |
-70
| Closed | -$8K | – | 158 |
|
|
2019
Q3 | $8K | Hold |
70
| – | – | 0.01% | 131 |
|
|
2019
Q2 | $8K | Buy |
+70
| New | +$8K | 0.01% | 140 |
|
|
2016
Q2 | – | Sell |
-11
| Closed | -$1K | – | 452 |
|
|
2016
Q1 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 481 |
|
|
2013
Q3 | $563K | Buy |
5,000
+1,595
| +47% | +$180K | 1.54% | 13 |
|
|
2013
Q2 | $381K | Buy |
+3,405
| New | +$381K | 1.52% | 15 |
|