Capasso Planning Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,144
| Closed | -$347K | – | 143 |
|
|
2024
Q3 | $347K | Buy |
+3,144
| New | +$347K | 0.1% | 112 |
|
|
2023
Q1 | – | Sell |
-1,917
| Closed | -$204K | – | 107 |
|
|
2022
Q4 | $204K | Buy |
1,917
+7
| +0.4% | +$745 | 0.13% | 95 |
|
|
2022
Q3 | $200K | Sell |
1,910
-32
| -2% | -$3.35K | 0.14% | 84 |
|
|
2022
Q2 | $221K | Buy |
1,942
+135
| +7% | +$15.4K | 0.16% | 78 |
|
|
2022
Q1 | $225K | Buy |
1,807
+59
| +3% | +$7.35K | 0.16% | 79 |
|
|
2021
Q4 | $226K | Buy |
+1,748
| New | +$226K | 0.17% | 73 |
|