Joel Isaacson & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-900
| Closed | -$100K | – | 792 |
|
|
2015
Q3 | $100K | Hold |
900
| – | – | 0.03% | 228 |
|
|
2015
Q2 | $101K | Buy |
+900
| New | +$101K | 0.03% | 252 |
|
|
2014
Q1 | – | Sell |
-200
| Closed | -$22K | – | 582 |
|
|
2013
Q4 | $22K | Hold |
200
| – | – | 0.01% | 365 |
|
|
2013
Q3 | $23K | Hold |
200
| – | – | 0.01% | 345 |
|
|
2013
Q2 | $22K | Buy |
+200
| New | +$22K | 0.01% | 313 |
|