Asset Planning Services (Pennsylvania)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-62
| Closed | -$7K | – | 235 |
|
|
2019
Q3 | $7K | Buy |
62
+3
| +5% | +$339 | ﹤0.01% | 225 |
|
|
2019
Q2 | $7K | Buy |
59
+1
| +2% | +$119 | ﹤0.01% | 217 |
|
|
2019
Q1 | $7K | Hold |
58
| – | – | ﹤0.01% | 218 |
|
|
2018
Q4 | $6K | Hold |
58
| – | – | ﹤0.01% | 224 |
|
|
2018
Q3 | $6K | Buy |
+58
| New | +$6K | ﹤0.01% | 225 |
|
|
2018
Q1 | – | Sell |
-3
| Closed | – | – | 288 |
|
|
2017
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 305 |
|
|
2017
Q3 | – | Sell |
-2
| Closed | – | – | 314 |
|
|
2017
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 313 |
|