GWMIA
Global Wealth Management Investment Advisory’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-83
| Closed | -$9K | – | 435 |
|
|
2022
Q2 | $9K | Hold |
83
| – | – | ﹤0.01% | 294 |
|
|
2022
Q1 | $10K | Buy |
+83
| New | +$10K | ﹤0.01% | 320 |
|
|
2021
Q2 | – | Sell |
-3
| Closed | – | – | 492 |
|
|
2021
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 519 |
|
|
2020
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 502 |
|
|
2020
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 617 |
|
|
2020
Q2 | $0 | Sell |
3
-32
| -91% | – | ﹤0.01% | 676 |
|
|
2020
Q1 | $4K | Buy |
35
+25
| +250% | +$2.86K | ﹤0.01% | 445 |
|
|
2019
Q4 | $1K | Buy |
10
+7
| +233% | +$700 | ﹤0.01% | 576 |
|
|
2019
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 737 |
|
|
2019
Q2 | $0 | Sell |
3
-16
| -84% | – | ﹤0.01% | 788 |
|
|
2019
Q1 | $2K | Sell |
19
-16
| -46% | -$1.68K | ﹤0.01% | 577 |
|
|
2018
Q4 | $4K | Buy |
+35
| New | +$4K | ﹤0.01% | 524 |
|