Alta Wealth 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
Q2 | – | Sell |
-5,332
| Closed | -$664K | – | 148 |
|
|
2022
Q1 | $664K | Hold |
5,332
| – | – | 0.39% | 78 |
|
|
2021
Q4 | $689K | Buy |
5,332
+258
| +5% | +$33.3K | 0.42% | 74 |
|
|
2021
Q3 | $648K | Hold |
5,074
| – | – | 0.47% | 75 |
|
|
2021
Q2 | $650K | Buy |
5,074
+1,930
| +61% | +$247K | 0.48% | 78 |
|
|
2021
Q1 | $395K | Buy |
3,144
+1,045
| +50% | +$131K | 0.33% | 102 |
|
|
2020
Q4 | $268K | Buy |
+2,099
| New | +$268K | 0.23% | 122 |
|