GJWM
Gilliland Jeter Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-130
| Closed | -$14.4K | – | 581 |
|
|
2024
Q3 | $14.4K | Sell |
130
-329
| -72% | -$36.3K | ﹤0.01% | 423 |
|
|
2024
Q2 | $49K | Buy |
459
+6
| +1% | +$641 | 0.02% | 293 |
|
|
2024
Q1 | $48.7K | Sell |
453
-2,218
| -83% | -$238K | 0.02% | 289 |
|
|
2023
Q4 | $287K | Buy |
+2,671
| New | +$287K | 0.12% | 134 |
|