DTIM
Danda Trouve Investment Management’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $3.5M | Sell |
33,393
-843
| -2% | -$88.4K | 6.48% | 6 |
|
|
2022
Q2 | $3.9M | Buy |
34,236
+504
| +1% | +$57.4K | 6% | 8 |
|
|
2022
Q1 | $4.2M | Buy |
33,732
+21
| +0.1% | +$2.62K | 5.26% | 8 |
|
|
2021
Q4 | $4.36M | Buy |
33,711
+152
| +0.5% | +$19.6K | 4.93% | 7 |
|
|
2021
Q3 | $4.29M | Buy |
33,559
+1,191
| +4% | +$152K | 5.17% | 5 |
|
|
2021
Q2 | $4.14M | Buy |
32,368
+468
| +1% | +$59.9K | 4.92% | 4 |
|
|
2021
Q1 | $4M | Buy |
31,900
+204
| +0.6% | +$25.6K | 4.93% | 4 |
|
|
2020
Q4 | $4.05M | Buy |
31,696
+100
| +0.3% | +$12.8K | 4.94% | 4 |
|
|
2020
Q3 | $4M | Buy |
31,596
+8,607
| +37% | +$1.09M | 5.45% | 4 |
|
|
2020
Q2 | $2.83M | Buy |
22,989
+22,975
| +164,107% | +$2.83M | 4.28% | 9 |
|
|
2020
Q1 | $2K | Hold |
14
| – | – | ﹤0.01% | 144 |
|
|
2019
Q4 | $2K | Buy |
+14
| New | +$2K | ﹤0.01% | 156 |
|