AWM
Atticus Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-13
| Closed | -$1.26K | – | 606 |
|
|
2023
Q3 | $1.26K | Hold |
13
| – | – | ﹤0.01% | 527 |
|
|
2023
Q2 | $1.27K | Sell |
13
-30
| -70% | -$2.93K | ﹤0.01% | 525 |
|
|
2023
Q1 | $4.27K | Hold |
43
| – | – | ﹤0.01% | 443 |
|
|
2022
Q4 | $4.17K | Hold |
43
| – | – | ﹤0.01% | 432 |
|
|
2022
Q3 | $4K | Hold |
43
| – | – | ﹤0.01% | 457 |
|
|
2022
Q2 | $4K | Hold |
43
| – | – | ﹤0.01% | 489 |
|
|
2022
Q1 | $5K | Buy |
+43
| New | +$5K | ﹤0.01% | 470 |
|