Brandywine Oak Private Wealth’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
Q3 | – | Sell |
-1,971
| Closed | -$224K | – | 317 |
|
|
2022
Q2 | $224K | Buy |
1,971
+94
| +5% | +$10.7K | 0.03% | 293 |
|
|
2022
Q1 | $233K | Sell |
1,877
-1,636
| -47% | -$203K | 0.03% | 315 |
|
|
2021
Q4 | $453K | Sell |
3,513
-66
| -2% | -$8.51K | 0.05% | 210 |
|
|
2021
Q3 | $457K | Buy |
3,579
+418
| +13% | +$53.4K | 0.05% | 203 |
|
|
2021
Q2 | $404K | Buy |
+3,161
| New | +$404K | 0.05% | 209 |
|
|
2019
Q1 | – | Sell |
-56
| Closed | -$6K | – | 582 |
|
|
2018
Q4 | $6K | Buy |
+56
| New | +$6K | ﹤0.01% | 552 |
|