AW
Avion Wealth’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-93
| Closed | -$10K | – | 1278 |
|
|
2024
Q3 | $10K | Hold |
93
| – | – | ﹤0.01% | 378 |
|
|
2024
Q2 | $9K | Sell |
93
-5
| -5% | -$484 | ﹤0.01% | 361 |
|
|
2024
Q1 | $11K | Hold |
98
| – | – | ﹤0.01% | 300 |
|
|
2023
Q4 | $11K | Sell |
98
-645
| -87% | -$72.4K | ﹤0.01% | 270 |
|
|
2023
Q3 | $77K | Sell |
743
-8,339
| -92% | -$864K | 0.02% | 121 |
|
|
2023
Q2 | $976K | Buy |
9,082
+8,159
| +884% | +$877K | 0.26% | 35 |
|
|
2023
Q1 | $98K | Sell |
923
-16
| -2% | -$1.7K | 0.03% | 103 |
|
|
2022
Q4 | $98K | Hold |
939
| – | – | 0.03% | 102 |
|
|
2022
Q3 | $99K | Buy |
939
+210
| +29% | +$22.1K | 0.03% | 101 |
|
|
2022
Q2 | $83K | Buy |
729
+429
| +143% | +$48.8K | 0.03% | 103 |
|
|
2022
Q1 | $37K | Buy |
+300
| New | +$37K | 0.01% | 148 |
|