GWA
Guidant Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $8.74M | Buy |
75,177
+4,277
| +6% | +$497K | 3.25% | 8 |
|
|
2019
Q2 | $8.19M | Sell |
70,900
-197
| -0.3% | -$22.8K | 3.16% | 8 |
|
|
2019
Q1 | $8.04M | Buy |
71,097
+3,154
| +5% | +$357K | 3.13% | 8 |
|
|
2018
Q4 | $7.44M | Sell |
67,943
-5,418
| -7% | -$593K | 3.47% | 8 |
|
|
2018
Q3 | $8.08M | Buy |
73,361
+2,030
| +3% | +$224K | 3.38% | 12 |
|
|
2018
Q2 | $8.02M | Buy |
71,331
+3,434
| +5% | +$386K | 3.49% | 12 |
|
|
2018
Q1 | $7.66M | Buy |
67,897
+7,490
| +12% | +$845K | 3.47% | 13 |
|
|
2017
Q4 | $6.87M | Buy |
60,407
+692
| +1% | +$78.7K | 3.08% | 16 |
|
|
2017
Q3 | $6.77M | Buy |
59,715
+3,585
| +6% | +$407K | 4.81% | 9 |
|
|
2017
Q2 | $6.31M | Buy |
56,130
+1,742
| +3% | +$196K | 3.26% | 10 |
|
|
2017
Q1 | $6.25M | Buy |
54,388
+1,662
| +3% | +$191K | 3.28% | 8 |
|
|
2016
Q4 | $6.02M | Sell |
52,726
-337
| -0.6% | -$38.4K | 3.41% | 7 |
|
|
2016
Q3 | $6.15M | Buy |
+53,063
| New | +$6.15M | 3.78% | 8 |
|