Capital Directions Investment Advisors’s iShares TIPS Bond ETF TIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $89.8K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $108K | Hold |
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|
2022
Q1 | $118K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $131K | Buy |
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|
2021
Q2 | $23K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $23K | Hold |
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|
2020
Q3 | $23K | Hold |
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|
2020
Q2 | $22K | Hold |
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|
2020
Q1 | $21K | Hold |
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|
2019
Q4 | $21K | Sell |
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|
2019
Q3 | $60K | Hold |
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|
2019
Q2 | $59K | Hold |
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|
2019
Q1 | $58K | Hold |
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|
2018
Q4 | $56K | Hold |
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|
2018
Q3 | $57K | Sell |
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|
2018
Q2 | $74K | Sell |
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|
2018
Q1 | $97K | Hold |
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|
2017
Q4 | $98K | Sell |
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|
2017
Q3 | $101K | Sell |
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|
2017
Q2 | $142K | Buy |
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|
2017
Q1 | $96K | Buy |
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|
2016
Q4 | $40K | Sell |
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|
2016
Q3 | $70K | Hold |
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|
2016
Q2 | $70K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $1.2M | Buy |
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|
2015
Q3 | $1.16M | Hold |
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|
2015
Q2 | $1.17M | Sell |
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|
2015
Q1 | $1.21M | Buy |
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|
2014
Q4 | $1.22M | Hold |
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|
2014
Q3 | $1.21M | Buy |
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|
2014
Q2 | $1.14M | Hold |
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|
2014
Q1 | $1.11M | Hold |
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|
2013
Q4 | $1.09M | Buy |
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|
2013
Q3 | $1.02M | Sell |
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|
2013
Q2 | $1.02M | Buy |
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