AWA
Amplius Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,945
| Closed | -$207K | – | 172 |
|
|
2022
Q4 | $207K | Sell |
1,945
-7,064
| -78% | -$752K | 0.03% | 151 |
|
|
2022
Q3 | $945K | Sell |
9,009
-1,478
| -14% | -$155K | 0.17% | 63 |
|
|
2022
Q2 | $1.19M | Sell |
10,487
-6,989
| -40% | -$796K | 0.19% | 56 |
|
|
2022
Q1 | $2.18M | Sell |
17,476
-5,772
| -25% | -$719K | 0.33% | 39 |
|
|
2021
Q4 | $3M | Buy |
+23,248
| New | +$3M | 0.41% | 36 |
|