Braver Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $5.11M | Buy |
+45,187
| New | +$5.11M | 0.83% | 36 |
|
|
2014
Q4 | – | Sell |
-2,426
| Closed | -$272K | – | 89 |
|
|
2014
Q3 | $272K | Sell |
2,426
-315
| -11% | -$35.3K | 0.08% | 69 |
|
|
2014
Q2 | $216K | Buy |
2,741
+47
| +2% | +$3.7K | 0.06% | 84 |
|
|
2014
Q1 | $302K | Sell |
2,694
-702
| -21% | -$78.7K | 0.09% | 70 |
|
|
2013
Q4 | $373K | Sell |
3,396
-98
| -3% | -$10.8K | 0.13% | 64 |
|
|
2013
Q3 | $393K | Sell |
3,494
-12,158
| -78% | -$1.37M | 0.14% | 68 |
|
|
2013
Q2 | $1.75M | Buy |
+15,652
| New | +$1.75M | 0.81% | 23 |
|