Gupta Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $1.41M | Buy |
12,305
+658
| +6% | +$75.5K | 0.33% | 72 |
|
|
2015
Q4 | $1.28M | Sell |
11,647
-522
| -4% | -$57.2K | 0.32% | 70 |
|
|
2015
Q3 | $1.35M | Buy |
12,169
+796
| +7% | +$88.1K | 0.33% | 69 |
|
|
2015
Q2 | $1.27M | Buy |
11,373
+245
| +2% | +$27.4K | 0.31% | 70 |
|
|
2015
Q1 | $1.26M | Buy |
+11,128
| New | +$1.26M | 0.37% | 66 |
|