FirstPurpose Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $394K | Sell |
3,727
-36
| -1% | -$3.81K | 0.14% | 130 |
|
|
2023
Q4 | $404K | Sell |
3,763
-2,035
| -35% | -$219K | 0.15% | 115 |
|
|
2023
Q3 | $601K | Buy |
+5,798
| New | +$601K | 0.26% | 68 |
|
|
2022
Q3 | – | Sell |
-5,096
| Closed | -$580K | – | 161 |
|
|
2022
Q2 | $580K | Buy |
5,096
+868
| +21% | +$98.8K | 0.39% | 49 |
|
|
2022
Q1 | $527K | Buy |
+4,228
| New | +$527K | 0.41% | 51 |
|