Beam Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-14,759
| Closed | -$1.56M | – | 137 |
|
|
2021
Q3 | $1.56M | Buy |
14,759
+122
| +0.8% | +$12.9K | 1.34% | 18 |
|
|
2021
Q2 | $1.56M | Buy |
14,637
+2,454
| +20% | +$261K | 1.34% | 18 |
|
|
2021
Q1 | $1.29M | Buy |
+12,183
| New | +$1.29M | 1.15% | 25 |
|
|
2020
Q2 | – | Sell |
-4,341
| Closed | -$434K | – | 162 |
|
|
2020
Q1 | $434K | Sell |
4,341
-125
| -3% | -$12.5K | 0.43% | 75 |
|
|
2019
Q4 | $450K | Buy |
+4,466
| New | +$450K | 0.42% | 73 |
|