Key Financial Inc’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
Q3 | – | Sell |
-461
| Closed | -$11.5K | – | 1362 |
|
|
2024
Q2 | $11.5K | Hold |
461
| – | – | ﹤0.01% | 742 |
|
|
2024
Q1 | $11.6K | Hold |
461
| – | – | ﹤0.01% | 720 |
|
|
2023
Q4 | $11.5K | Hold |
461
| – | – | ﹤0.01% | 705 |
|
|
2023
Q3 | $11.3K | Hold |
461
| – | – | ﹤0.01% | 682 |
|
|
2023
Q2 | $11.3K | Hold |
461
| – | – | ﹤0.01% | 686 |
|
|
2023
Q1 | $11.5K | Buy |
+461
| New | +$11.5K | ﹤0.01% | 643 |
|