Aevitas Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-26
| Closed | -$3K | – | 317 |
|
2019
Q1 | $3K | Sell |
26
-1
| -4% | -$115 | ﹤0.01% | 351 |
|
2018
Q4 | $3K | Buy |
27
+1
| +4% | +$111 | ﹤0.01% | 361 |
|
2018
Q3 | $3K | Sell |
26
-36
| -58% | -$4.15K | ﹤0.01% | 416 |
|
2018
Q2 | $7K | Hold |
62
| – | – | 0.01% | 354 |
|
2018
Q1 | $7K | Hold |
62
| – | – | 0.01% | 354 |
|
2017
Q4 | $7K | Buy |
+62
| New | +$7K | 0.01% | 352 |
|