Kings Point Capital Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $67K | Sell |
641
-49
| -7% | -$5.12K | 0.01% | 312 |
|
|
2021
Q4 | $73K | Buy |
690
+287
| +71% | +$30.4K | 0.01% | 326 |
|
|
2021
Q3 | $43K | Hold |
403
| – | – | ﹤0.01% | 369 |
|
|
2021
Q2 | $43K | Hold |
403
| – | – | ﹤0.01% | 357 |
|
|
2021
Q1 | $43K | Hold |
403
| – | – | ﹤0.01% | 340 |
|
|
2020
Q4 | $42K | Hold |
403
| – | – | ﹤0.01% | 337 |
|
|
2020
Q3 | $42K | Buy |
+403
| New | +$42K | 0.01% | 330 |
|