GHP Investment Advisors’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
Q4 | – | Sell |
-93
| Closed | -$9.64K | – | 940 |
|
2023
Q3 | $9.64K | Sell |
93
-93
| -50% | -$9.64K | ﹤0.01% | 709 |
|
2023
Q2 | $19.7K | Sell |
186
-524
| -74% | -$55.4K | ﹤0.01% | 585 |
|
2023
Q1 | $78.3K | Sell |
710
-1,995
| -74% | -$220K | 0.01% | 451 |
|
2022
Q4 | $288K | Buy |
2,705
+635
| +31% | +$67.6K | 0.02% | 339 |
|
2022
Q3 | $217K | Sell |
2,070
-522
| -20% | -$54.7K | 0.02% | 346 |
|
2022
Q2 | $295K | Buy |
2,592
+2,517
| +3,356% | +$286K | 0.02% | 320 |
|
2022
Q1 | $9K | Buy |
+75
| New | +$9K | ﹤0.01% | 743 |
|