Copperwynd Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-34,707
| Closed | -$3.64M | – | 140 |
|
|
2022
Q3 | $3.64M | Sell |
34,707
-102
| -0.3% | -$10.7K | 2.1% | 7 |
|
|
2022
Q2 | $3.97M | Sell |
34,809
-331
| -0.9% | -$37.7K | 2.33% | 7 |
|
|
2022
Q1 | $4.38M | Buy |
35,140
+24,194
| +221% | +$3.01M | 1.81% | 11 |
|
|
2021
Q4 | $1.41M | Buy |
10,946
+696
| +7% | +$89.9K | 0.54% | 28 |
|
|
2021
Q3 | $1.31M | Sell |
10,250
-1,133
| -10% | -$145K | 0.54% | 30 |
|
|
2021
Q2 | $1.46M | Buy |
+11,383
| New | +$1.46M | 0.62% | 28 |
|
|
2020
Q4 | – | Sell |
-10,703
| Closed | -$1.35M | – | 127 |
|
|
2020
Q3 | $1.35M | Buy |
+10,703
| New | +$1.35M | 0.72% | 22 |
|