HFS
Horizon Financial Services’s iShares TIPS Bond ETF TIP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-36
| Closed | -$4.65K | – | 109 |
|
2021
Q4 | $4.65K | Sell |
36
-939
| -96% | -$121K | ﹤0.01% | 107 |
|
2021
Q3 | $124K | Sell |
975
-6,543
| -87% | -$832K | 0.08% | 69 |
|
2021
Q2 | $962K | Sell |
7,518
-12,479
| -62% | -$1.6M | 0.7% | 36 |
|
2021
Q1 | $2.51M | Buy |
19,997
+382
| +2% | +$47.9K | 2.2% | 11 |
|
2020
Q4 | $2.5M | Buy |
19,615
+460
| +2% | +$58.7K | 2.27% | 11 |
|
2020
Q3 | $2.42M | Buy |
+19,155
| New | +$2.42M | 2.35% | 10 |
|