Atlas Private Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-113
| Closed | -$14K | – | 346 |
|
2021
Q1 | $14K | Sell |
113
-6
| -5% | -$743 | 0.01% | 284 |
|
2020
Q4 | $15K | Buy |
119
+6
| +5% | +$756 | 0.01% | 284 |
|
2020
Q3 | $14K | Sell |
113
-753
| -87% | -$93.3K | 0.01% | 290 |
|
2020
Q2 | $107K | Buy |
866
+116
| +15% | +$14.3K | 0.09% | 149 |
|
2020
Q1 | $88K | Buy |
750
+1
| +0.1% | +$117 | 0.08% | 153 |
|
2019
Q4 | $87K | Buy |
+749
| New | +$87K | 0.07% | 166 |
|