AFA
Atlas Financial 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 |
-1,937
| Closed | -$206K | – | 30 |
|
|
2022
Q4 | $206K | Sell |
1,937
-81
| -4% | -$8.62K | 0.28% | 22 |
|
|
2022
Q3 | $212K | Sell |
2,018
-1,163
| -37% | -$122K | 0.35% | 14 |
|
|
2022
Q2 | $362K | Sell |
3,181
-189
| -6% | -$21.5K | 0.41% | 11 |
|
|
2022
Q1 | $420K | Buy |
3,370
+637
| +23% | +$79.4K | 0.42% | 13 |
|
|
2021
Q4 | $353K | Buy |
+2,733
| New | +$353K | 0.33% | 10 |
|