CWG
Cornerstone Wealth Group’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-153,871
| Closed | -$18.9M | – | 146 |
|
|
2020
Q2 | $18.9M | Buy |
+153,871
| New | +$18.9M | 4.75% | 4 |
|
|
2020
Q1 | – | Sell |
-23,998
| Closed | -$2.8M | – | 153 |
|
|
2019
Q4 | $2.8M | Buy |
23,998
+961
| +4% | +$112K | 0.76% | 42 |
|
|
2019
Q3 | $2.68M | Buy |
23,037
+274
| +1% | +$31.9K | 0.67% | 47 |
|
|
2019
Q2 | $2.63M | Buy |
+22,763
| New | +$2.63M | 0.71% | 36 |
|