AFWM
AMJ Financial Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-70,818
| Closed | -$8.82M | – | 84 |
|
|
2022
Q1 | $8.82M | Sell |
70,818
-192
| -0.3% | -$23.9K | 3.54% | 5 |
|
|
2021
Q4 | $9.17M | Buy |
71,010
+5,293
| +8% | +$684K | 3.31% | 6 |
|
|
2021
Q3 | $8.39M | Buy |
65,717
+4,340
| +7% | +$554K | 3.44% | 4 |
|
|
2021
Q2 | $7.86M | Buy |
61,377
+2,402
| +4% | +$307K | 3.42% | 4 |
|
|
2021
Q1 | $7.4M | Buy |
58,975
+10,493
| +22% | +$1.32M | 3.58% | 3 |
|
|
2020
Q4 | $6.19M | Buy |
48,482
+1,577
| +3% | +$201K | 3.16% | 6 |
|
|
2020
Q3 | $5.93M | Buy |
46,905
+5,306
| +13% | +$671K | 3.5% | 5 |
|
|
2020
Q2 | $5.12M | Buy |
+41,599
| New | +$5.12M | 3.49% | 4 |
|
|
2020
Q1 | – | Sell |
-3,537
| Closed | -$412K | – | 60 |
|
|
2019
Q4 | $412K | Buy |
+3,537
| New | +$412K | 0.29% | 49 |
|