AWAG
ARS Wealth Advisors Group’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,829
| Closed | -$202K | – | 180 |
|
|
2024
Q3 | $202K | Buy |
+1,829
| New | +$202K | 0.02% | 167 |
|
|
2024
Q2 | – | Sell |
-1,890
| Closed | -$203K | – | 174 |
|
|
2024
Q1 | $203K | Sell |
1,890
-152
| -7% | -$16.3K | 0.03% | 162 |
|
|
2023
Q4 | $219K | Buy |
+2,042
| New | +$219K | 0.03% | 146 |
|