BWP
Bernardo Wealth Planning’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-14,568
| Closed | -$1.53M | – | 95 |
|
|
2022
Q3 | $1.53M | Buy |
14,568
+4
| +0% | +$421 | 0.87% | 24 |
|
|
2022
Q2 | $1.66M | Sell |
14,564
-554
| -4% | -$63.1K | 0.95% | 21 |
|
|
2022
Q1 | $1.88M | Sell |
15,118
-17,604
| -54% | -$2.19M | 0.94% | 21 |
|
|
2021
Q4 | $4.23M | Buy |
32,722
+15,088
| +86% | +$1.95M | 2.06% | 16 |
|
|
2021
Q3 | $2.25M | Buy |
17,634
+9,972
| +130% | +$1.27M | 1.31% | 19 |
|
|
2021
Q2 | $980K | Buy |
+7,662
| New | +$980K | 0.59% | 30 |
|