Beaumont Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-3,121
| Closed | -$395K | – | 356 |
|
|
2020
Q3 | $395K | Buy |
3,121
+574
| +23% | +$72.6K | 0.04% | 219 |
|
|
2020
Q2 | $313K | Buy |
+2,547
| New | +$313K | 0.03% | 228 |
|
|
2018
Q2 | – | Sell |
-4,531
| Closed | -$512K | – | 224 |
|
|
2018
Q1 | $512K | Buy |
4,531
+2,187
| +93% | +$247K | 0.06% | 135 |
|
|
2017
Q4 | $267K | Buy |
+2,344
| New | +$267K | 0.03% | 160 |
|
|
2017
Q2 | – | Sell |
-2,657
| Closed | -$304K | – | 192 |
|
|
2017
Q1 | $304K | Buy |
+2,657
| New | +$304K | 0.04% | 145 |
|
|
2016
Q2 | – | Sell |
-46,490
| Closed | -$5.33M | – | 157 |
|
|
2016
Q1 | $5.33M | Buy |
+46,490
| New | +$5.33M | 0.87% | 44 |
|