KWS
Keystone Wealth Services’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,139
| Closed | -$653K | – | 199 |
|
|
2022
Q4 | $653K | Sell |
6,139
-8,973
| -59% | -$955K | 0.29% | 80 |
|
|
2022
Q3 | $1.59M | Sell |
15,112
-5,611
| -27% | -$589K | 0.75% | 29 |
|
|
2022
Q2 | $2.36M | Buy |
20,723
+3,374
| +19% | +$384K | 1.06% | 21 |
|
|
2022
Q1 | $2.16M | Sell |
17,349
-13,772
| -44% | -$1.72M | 0.86% | 27 |
|
|
2021
Q4 | $4.02M | Buy |
+31,121
| New | +$4.02M | 1.63% | 13 |
|