Heritage Wealth Management (Arizona)’s Goldman Sachs Access Inflation Protected USD Bond ETF GTIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $33.9K | Buy |
700
+350
| +100% | +$17K | ﹤0.01% | 564 |
|
|
2022
Q3 | $17K | Hold |
350
| – | – | 0.01% | 563 |
|
|
2022
Q2 | $18K | Hold |
350
| – | – | 0.01% | 554 |
|
|
2022
Q1 | $20K | Buy |
+350
| New | +$20K | 0.01% | 599 |
|
|
2021
Q3 | $21K | Sell |
372
-26
| -7% | -$1.47K | 0.01% | 548 |
|
|
2021
Q2 | $23K | Sell |
398
-14
| -3% | -$809 | 0.01% | 542 |
|
|
2021
Q1 | $23K | Buy |
+412
| New | +$23K | 0.01% | 476 |
|