Fusion Family 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-15
| Closed | -$2K | – | 235 |
|
|
2018
Q4 | $2K | Hold |
15
| – | – | ﹤0.01% | 225 |
|
|
2018
Q3 | $2K | Sell |
15
-101
| -87% | -$13.5K | ﹤0.01% | 239 |
|
|
2018
Q2 | $13K | Hold |
116
| – | – | ﹤0.01% | 206 |
|
|
2018
Q1 | $13K | Sell |
116
-22
| -16% | -$2.47K | ﹤0.01% | 191 |
|
|
2017
Q4 | $16K | Sell |
138
-150
| -52% | -$17.4K | ﹤0.01% | 194 |
|
|
2017
Q3 | $33K | Sell |
288
-200
| -41% | -$22.9K | 0.01% | 107 |
|
|
2017
Q2 | $55K | Hold |
488
| – | – | 0.02% | 119 |
|
|
2017
Q1 | $56K | Sell |
488
-737
| -60% | -$84.6K | 0.02% | 114 |
|
|
2016
Q4 | $139K | Buy |
+1,225
| New | +$139K | 0.08% | 80 |
|