CWM
Collaborative Wealth Management’s Invesco 0-5 Yr US TIPS ETF PBTP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-28,496
| Closed | -$695K | – | 171 |
|
|
2022
Q4 | $695K | Sell |
28,496
-2,120
| -7% | -$51.7K | 0.46% | 67 |
|
|
2022
Q3 | $746K | Sell |
30,616
-1,359
| -4% | -$33.1K | 0.53% | 55 |
|
|
2022
Q2 | $816K | Buy |
+31,975
| New | +$816K | 0.54% | 59 |
|
|
2021
Q4 | $866K | Buy |
+32,728
| New | +$866K | 0.47% | 68 |
|
|
2021
Q1 | $843K | Buy |
+32,118
| New | +$843K | 0.49% | 66 |
|