Fulcrum Equity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,825
| Closed | -$233K | – | 205 |
|
|
2021
Q3 | $233K | Sell |
1,825
-406
| -18% | -$51.8K | 0.09% | 160 |
|
|
2021
Q2 | $286K | Sell |
2,231
-46
| -2% | -$5.9K | 0.11% | 152 |
|
|
2021
Q1 | $286K | Sell |
2,277
-4,967
| -69% | -$624K | 0.11% | 147 |
|
|
2020
Q4 | $925K | Buy |
7,244
+3,594
| +98% | +$459K | 0.37% | 66 |
|
|
2020
Q3 | $462K | Buy |
+3,650
| New | +$462K | 0.21% | 74 |
|
|
2019
Q4 | – | Sell |
-131
| Closed | -$15K | – | 212 |
|
|
2019
Q3 | $15K | Buy |
+131
| New | +$15K | 0.01% | 127 |
|