AmeriServ 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-9,085
| Closed | -$1.16M | – | 69 |
|
|
2020
Q4 | $1.16M | Buy |
+9,085
| New | +$1.16M | 1.14% | 21 |
|
|
2019
Q3 | $349K | Sell |
3,004
-16,550
| -85% | -$1.92M | 0.47% | 39 |
|
|
2019
Q2 | $2.26M | Buy |
19,554
+12,404
| +173% | +$1.43M | 2.95% | 5 |
|
|
2019
Q1 | $808K | Buy |
7,150
+2,000
| +39% | +$226K | 1.69% | 18 |
|
|
2018
Q4 | $564K | Buy |
+5,150
| New | +$564K | 1.43% | 26 |
|