Avion Wealth’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-241
| Closed | -$23K | – | 1332 |
|
|
2023
Q3 | $23K | Sell |
241
-5
| -2% | -$477 | 0.01% | 203 |
|
|
2023
Q2 | $24K | Buy |
246
+5
| +2% | +$488 | 0.01% | 214 |
|
|
2023
Q1 | $23K | Hold |
241
| – | – | 0.01% | 202 |
|
|
2022
Q4 | $23K | Hold |
241
| – | – | 0.01% | 199 |
|
|
2022
Q3 | $23K | Buy |
241
+66
| +38% | +$6.3K | 0.01% | 201 |
|
|
2022
Q2 | $18K | Buy |
+175
| New | +$18K | 0.01% | 211 |
|