Integrated Wealth Counsel’s iShares TIPS Bond ETF TIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $57K | Sell |
500
-58
| -10% | -$6.61K | 0.12% | 68 |
|
|
2016
Q3 | $65K | Buy |
+558
| New | +$65K | 0.14% | 58 |
|
|
2014
Q2 | – | Sell |
-2,000
| Closed | -$224K | – | 147 |
|
|
2014
Q1 | $224K | Hold |
2,000
| – | – | 0.18% | 52 |
|
|
2013
Q4 | $220K | Hold |
2,000
| – | – | 0.16% | 57 |
|
|
2013
Q3 | $225K | Sell |
2,000
-285
| -12% | -$32.1K | 0.16% | 56 |
|
|
2013
Q2 | $256K | Buy |
+2,285
| New | +$256K | 0.18% | 59 |
|