AWM
Aries Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,832
| Closed | -$201K | – | 157 |
|
|
2018
Q4 | $201K | Hold |
1,832
| – | – | 0.21% | 105 |
|
|
2018
Q3 | $203K | Hold |
1,832
| – | – | 0.18% | 127 |
|
|
2018
Q2 | $205K | Hold |
1,832
| – | – | 0.19% | 120 |
|
|
2018
Q1 | $207K | Hold |
1,832
| – | – | 0.2% | 115 |
|
|
2017
Q4 | $207K | Buy |
+1,832
| New | +$207K | 0.19% | 121 |
|