Hefty Wealth Partners’s iShares TIPS Bond ETF TIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-172
| Closed | -$20K | – | 274 |
|
|
2017
Q4 | $20K | Buy |
172
+48
| +39% | +$5.58K | 0.01% | 165 |
|
|
2017
Q3 | $14K | Buy |
+124
| New | +$14K | 0.01% | 171 |
|
|
2017
Q1 | – | Sell |
-1,098
| Closed | -$124K | – | 265 |
|
|
2016
Q4 | $124K | Sell |
1,098
-32,058
| -97% | -$3.62M | 0.1% | 79 |
|
|
2016
Q3 | $3.86M | Buy |
33,156
+1,895
| +6% | +$221K | 2.93% | 6 |
|
|
2016
Q2 | $3.65M | Buy |
31,261
+19,787
| +172% | +$2.31M | 3.01% | 6 |
|
|
2016
Q1 | $1.32M | Buy |
11,474
+1,093
| +11% | +$125K | 1.23% | 28 |
|
|
2015
Q4 | $1.14M | Buy |
+10,381
| New | +$1.14M | 1.08% | 31 |
|