Fingerlakes Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,837
| Closed | -$305K | – | 83 |
|
|
2023
Q2 | $305K | Sell |
2,837
-239
| -8% | -$25.7K | 0.35% | 70 |
|
|
2023
Q1 | $339K | Sell |
3,076
-553
| -15% | -$61K | 0.42% | 66 |
|
|
2022
Q4 | $386K | Sell |
3,629
-295
| -8% | -$31.4K | 0.53% | 58 |
|
|
2022
Q3 | $412K | Buy |
3,924
+101
| +3% | +$10.6K | 0.6% | 53 |
|
|
2022
Q2 | $435K | Buy |
3,823
+196
| +5% | +$22.3K | 0.6% | 51 |
|
|
2022
Q1 | $452K | Buy |
3,627
+145
| +4% | +$18.1K | 0.53% | 55 |
|
|
2021
Q4 | $449K | Buy |
+3,482
| New | +$449K | 0.51% | 56 |
|