BWM
Bulltick Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,979
| Closed | -$211K | – | 115 |
|
|
2024
Q2 | $211K | Sell |
1,979
-833
| -30% | -$88.9K | 0.05% | 86 |
|
|
2024
Q1 | $302K | Buy |
2,812
+400
| +17% | +$43K | 0.05% | 90 |
|
|
2023
Q4 | $259K | Sell |
2,412
-1,068
| -31% | -$115K | 0.06% | 92 |
|
|
2023
Q3 | $361K | Hold |
3,480
| – | – | 0.09% | 92 |
|
|
2023
Q2 | $375K | Sell |
3,480
-723
| -17% | -$77.8K | 0.08% | 96 |
|
|
2023
Q1 | $463K | Hold |
4,203
| – | – | 0.12% | 88 |
|
|
2022
Q4 | $447K | Sell |
4,203
-1,900
| -31% | -$202K | 0.13% | 77 |
|
|
2022
Q3 | $640K | Sell |
6,103
-66
| -1% | -$6.92K | 0.19% | 63 |
|
|
2022
Q2 | $703K | Buy |
6,169
+2,100
| +52% | +$239K | 0.19% | 63 |
|
|
2022
Q1 | $507K | Hold |
4,069
| – | – | 0.11% | 80 |
|
|
2021
Q4 | $526K | Sell |
4,069
-3,866
| -49% | -$499K | 0.1% | 78 |
|
|
2021
Q3 | $1.01M | Sell |
7,935
-5,168
| -39% | -$660K | 0.23% | 48 |
|
|
2021
Q2 | $1.68M | Buy |
13,103
+3,920
| +43% | +$502K | 0.39% | 40 |
|
|
2021
Q1 | $1.15M | Sell |
9,183
-3,602
| -28% | -$452K | 0.32% | 34 |
|
|
2020
Q4 | $1.63M | Buy |
+12,785
| New | +$1.63M | 0.48% | 32 |
|