FWP
Firethorn Wealth Partners’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,749
| Closed | -$285K | – | 149 |
|
|
2023
Q3 | $285K | Buy |
+2,749
| New | +$285K | 0.22% | 85 |
|
|
2023
Q1 | – | Sell |
-2,129
| Closed | -$227K | – | 141 |
|
|
2022
Q4 | $227K | Sell |
2,129
-2,540
| -54% | -$270K | 0.19% | 104 |
|
|
2022
Q3 | $490K | Sell |
4,669
-973
| -17% | -$102K | 0.46% | 57 |
|
|
2022
Q2 | $661K | Buy |
5,642
+1,940
| +52% | +$227K | 0.54% | 43 |
|
|
2022
Q1 | $461K | Sell |
3,702
-4,971
| -57% | -$619K | 0.35% | 69 |
|
|
2021
Q4 | $1.12M | Buy |
+8,673
| New | +$1.12M | 0.84% | 25 |
|