Carlton Hofferkamp & Jenks Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.35M | Buy |
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|
2019
Q4 | $1.3M | Buy |
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|
2019
Q3 | $878K | Hold |
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|
2019
Q2 | $871K | Sell |
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|
2019
Q1 | $867K | Sell |
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|
2018
Q4 | $883K | Sell |
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|
2018
Q3 | $1.43M | Sell |
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|
2018
Q2 | $1.48M | Sell |
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|
2018
Q1 | $1.51M | Sell |
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|
2017
Q4 | $1.53M | Buy |
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|
2017
Q3 | $1.49M | Buy |
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|
2017
Q2 | $1.19M | Buy |
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|
2017
Q1 | $1.18M | Buy |
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|
2016
Q4 | $393K | Buy |
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|
2016
Q3 | $382K | Sell |
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|
2016
Q2 | $487K | Sell |
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|
2016
Q1 | $513K | Hold |
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|
2015
Q4 | $493K | Sell |
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|
2015
Q3 | $813K | Sell |
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|
2015
Q2 | $847K | Hold |
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|
2015
Q1 | $862K | Hold |
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|
2014
Q4 | $850K | Buy |
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|
2014
Q3 | $738K | Buy |
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