James Hambro & Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,926
| Closed | -$237K | – | 60 |
|
|
2020
Q2 | $237K | Sell |
1,926
-2,308
| -55% | -$284K | 0.04% | 50 |
|
|
2020
Q1 | $500K | Buy |
4,234
+1,283
| +43% | +$152K | 0.1% | 35 |
|
|
2019
Q4 | $344K | Hold |
2,951
| – | – | 0.06% | 47 |
|
|
2019
Q3 | $343K | Buy |
+2,951
| New | +$343K | 0.07% | 43 |
|
|
2019
Q1 | $270K | Buy |
+2,391
| New | +$270K | 0.08% | 44 |
|