HPC
Hobart Private Capital’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-22,957
| Closed | -$2.44M | – | 53 |
|
|
2022
Q4 | $2.44M | Sell |
22,957
-118
| -0.5% | -$12.6K | 1.65% | 14 |
|
|
2022
Q3 | $2.42M | Sell |
23,075
-24,797
| -52% | -$2.6M | 1.74% | 13 |
|
|
2022
Q2 | $5.45M | Buy |
47,872
+12,618
| +36% | +$1.44M | 2.55% | 14 |
|
|
2022
Q1 | $4.39M | Sell |
35,254
-40,758
| -54% | -$5.08M | 1.69% | 17 |
|
|
2021
Q4 | $9.82M | Buy |
76,012
+15,802
| +26% | +$2.04M | 3.68% | 8 |
|
|
2021
Q3 | $7.69M | Buy |
+60,210
| New | +$7.69M | 3.03% | 9 |
|