AWS
AJ Wealth Strategies’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $860K | Hold |
7,989
| – | – | 0.04% | 142 |
|
|
2023
Q1 | $881K | Buy |
7,989
+586
| +8% | +$64.6K | 0.05% | 135 |
|
|
2022
Q4 | $788K | Sell |
7,403
-34,949
| -83% | -$3.72M | 0.04% | 149 |
|
|
2022
Q3 | $4.44M | Buy |
+42,352
| New | +$4.44M | 0.26% | 48 |
|
|
2020
Q4 | – | Sell |
-1,964
| Closed | -$248K | – | 250 |
|
|
2020
Q3 | $248K | Hold |
1,964
| – | – | 0.03% | 184 |
|
|
2020
Q2 | $242K | Sell |
1,964
-5,000
| -72% | -$616K | 0.03% | 175 |
|
|
2020
Q1 | $821K | Buy |
6,964
+5,035
| +261% | +$594K | 0.11% | 62 |
|
|
2019
Q4 | $225K | Hold |
1,929
| – | – | 0.03% | 111 |
|
|
2019
Q3 | $224K | Buy |
+1,929
| New | +$224K | 0.03% | 105 |
|