DWM
Doyle Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,830
| Closed | -$234K | – | 220 |
|
|
2020
Q4 | $234K | Buy |
+1,830
| New | +$234K | 0.02% | 191 |
|
|
2019
Q3 | – | Sell |
-760
| Closed | -$88K | – | 708 |
|
|
2019
Q2 | $88K | Buy |
+760
| New | +$88K | 0.01% | 277 |
|
|
2019
Q1 | – | Sell |
-769
| Closed | -$84K | – | 697 |
|
|
2018
Q4 | $84K | Buy |
+769
| New | +$84K | 0.01% | 282 |
|