HWA
HHM Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-277
| Closed | -$30.5K | – | 852 |
|
|
2023
Q1 | $30.5K | Hold |
277
| – | – | 0.01% | 350 |
|
|
2022
Q4 | $29.5K | Buy |
+277
| New | +$29.5K | 0.01% | 311 |
|
|
2022
Q3 | – | Sell |
-1,406
| Closed | -$160K | – | 803 |
|
|
2022
Q2 | $160K | Hold |
1,406
| – | – | 0.04% | 145 |
|
|
2022
Q1 | $175K | Sell |
1,406
-52
| -4% | -$6.47K | 0.04% | 156 |
|
|
2021
Q4 | $188K | Hold |
1,458
| – | – | 0.05% | 142 |
|
|
2021
Q3 | $186K | Hold |
1,458
| – | – | 0.05% | 132 |
|
|
2021
Q2 | $187K | Hold |
1,458
| – | – | 0.05% | 137 |
|
|
2021
Q1 | $183K | Hold |
1,458
| – | – | 0.06% | 122 |
|
|
2020
Q4 | $186K | Hold |
1,458
| – | – | 0.06% | 108 |
|
|
2020
Q3 | $184K | Hold |
1,458
| – | – | 0.07% | 95 |
|
|
2020
Q2 | $179K | Buy |
1,458
+377
| +35% | +$46.3K | 0.07% | 91 |
|
|
2020
Q1 | $127K | Buy |
+1,081
| New | +$127K | 0.06% | 102 |
|