Alterna 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,822
| Closed | -$942K | – | 111 |
|
|
2024
Q2 | $942K | Buy |
8,822
+1,324
| +18% | +$141K | 0.83% | 34 |
|
|
2024
Q1 | $805K | Sell |
7,498
-450
| -6% | -$48.3K | 0.65% | 35 |
|
|
2023
Q4 | $854K | Buy |
7,948
+46
| +0.6% | +$4.95K | 1.03% | 30 |
|
|
2023
Q3 | $820K | Buy |
+7,902
| New | +$820K | 1.05% | 32 |
|
|
2023
Q1 | – | Sell |
-3,028
| Closed | -$322K | – | 127 |
|
|
2022
Q4 | $322K | Sell |
3,028
-1,664
| -35% | -$177K | 0.36% | 53 |
|
|
2022
Q3 | $492K | Sell |
4,692
-3,920
| -46% | -$411K | 0.58% | 37 |
|
|
2022
Q2 | $981K | Buy |
8,612
+3,647
| +73% | +$415K | 1% | 29 |
|
|
2022
Q1 | $618K | Sell |
4,965
-6,240
| -56% | -$777K | 0.52% | 42 |
|
|
2021
Q4 | $1.45M | Buy |
+11,205
| New | +$1.45M | 1.2% | 24 |
|