CWA
Clearview Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,058
| Closed | -$436K | – | 117 |
|
|
2024
Q1 | $436K | Buy |
4,058
+1,945
| +92% | +$209K | 0.44% | 53 |
|
|
2023
Q4 | $227K | Buy |
+2,113
| New | +$227K | 0.26% | 105 |
|
|
2023
Q1 | – | Sell |
-90
| Closed | -$9.58K | – | 713 |
|
|
2022
Q4 | $9.58K | Sell |
90
-70
| -44% | -$7.45K | 0.01% | 334 |
|
|
2022
Q3 | $17K | Sell |
160
-210
| -57% | -$22.3K | 0.01% | 280 |
|
|
2022
Q2 | $42K | Sell |
370
-225
| -38% | -$25.5K | 0.03% | 202 |
|
|
2022
Q1 | $74K | Sell |
595
-5,341
| -90% | -$664K | 0.05% | 167 |
|
|
2021
Q4 | $767K | Buy |
5,936
+3,504
| +144% | +$453K | 0.47% | 49 |
|
|
2021
Q3 | $311K | Buy |
2,432
+1,652
| +212% | +$211K | 0.2% | 97 |
|
|
2021
Q2 | $100K | Buy |
780
+110
| +16% | +$14.1K | 0.06% | 164 |
|
|
2021
Q1 | $84K | Sell |
670
-12,400
| -95% | -$1.55M | 0.05% | 178 |
|
|
2020
Q4 | $1.67M | Buy |
+13,070
| New | +$1.67M | 1.12% | 21 |
|