ICA Group Wealth Management’s Invesco 0-5 Yr US TIPS ETF PBTP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-755
| Closed | -$18.9K | – | 1165 |
|
2024
Q1 | $18.9K | Sell |
755
-168
| -18% | -$4.21K | ﹤0.01% | 769 |
|
2023
Q4 | $23K | Buy |
+923
| New | +$23K | 0.01% | 689 |
|
2023
Q3 | – | Sell |
-912
| Closed | -$22.3K | – | 916 |
|
2023
Q2 | $22.3K | Buy |
912
+11
| +1% | +$269 | 0.01% | 657 |
|
2023
Q1 | $22.5K | Buy |
+901
| New | +$22.5K | 0.01% | 641 |
|