GYL Financial Synergies’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-75,797
| Closed | -$7.52M | – | 354 |
|
|
2023
Q1 | $7.52M | Sell |
75,797
-3,860
| -5% | -$383K | 0.9% | 34 |
|
|
2022
Q4 | $7.72M | Sell |
79,657
-31,781
| -29% | -$3.08M | 1.67% | 18 |
|
|
2022
Q3 | $10.7M | Sell |
111,438
-1,787
| -2% | -$172K | 2.92% | 6 |
|
|
2022
Q2 | $11.5M | Buy |
113,225
+128
| +0.1% | +$13K | 3.14% | 6 |
|
|
2022
Q1 | $11.9M | Sell |
113,097
-3,583
| -3% | -$376K | 2.84% | 7 |
|
|
2021
Q4 | $12.4M | Buy |
116,680
+114,574
| +5,440% | +$12.1M | 3.34% | 7 |
|
|
2021
Q3 | $222K | Buy |
+2,106
| New | +$222K | 0.11% | 172 |
|