Clear Perspectives Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-9
| Closed | -$958 | – | 234 |
|
|
2022
Q4 | $958 | Buy |
+9
| New | +$958 | ﹤0.01% | 195 |
|
|
2022
Q3 | – | Sell |
-470
| Closed | -$54K | – | 235 |
|
|
2022
Q2 | $54K | Sell |
470
-14,202
| -97% | -$1.63M | 0.02% | 83 |
|
|
2022
Q1 | $1.83M | Sell |
14,672
-5,766
| -28% | -$718K | 0.69% | 28 |
|
|
2021
Q4 | $2.64M | Buy |
20,438
+1,913
| +10% | +$247K | 1.07% | 24 |
|
|
2021
Q3 | $2.37M | Sell |
18,525
-612
| -3% | -$78.1K | 1.07% | 24 |
|
|
2021
Q2 | $2.45M | Sell |
19,137
-1,475
| -7% | -$189K | 1.18% | 23 |
|
|
2021
Q1 | $2.59M | Sell |
20,612
-1,441
| -7% | -$181K | 1.5% | 19 |
|
|
2020
Q4 | $2.82M | Buy |
+22,053
| New | +$2.82M | 1.78% | 17 |
|