Beese Fulmer Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,669
| Closed | -$216K | – | 246 |
|
|
2021
Q4 | $216K | Buy |
+1,669
| New | +$216K | 0.02% | 223 |
|
|
2020
Q3 | – | Sell |
-1,800
| Closed | -$221K | – | 512 |
|
|
2020
Q2 | $221K | Hold |
1,800
| – | – | 0.03% | 173 |
|
|
2020
Q1 | $212K | Hold |
1,800
| – | – | 0.04% | 166 |
|
|
2019
Q4 | $210K | Buy |
+1,800
| New | +$210K | 0.03% | 190 |
|