Kings Point Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $131K | Hold |
1,052
| – | – | 0.01% | 234 |
|
|
2021
Q4 | $136K | Buy |
1,052
+494
| +89% | +$63.9K | 0.01% | 251 |
|
|
2021
Q3 | $71K | Hold |
558
| – | – | 0.01% | 308 |
|
|
2021
Q2 | $71K | Hold |
558
| – | – | 0.01% | 304 |
|
|
2021
Q1 | $70K | Sell |
558
-80
| -13% | -$10K | 0.01% | 291 |
|
|
2020
Q4 | $81K | Buy |
638
+200
| +46% | +$25.4K | 0.01% | 271 |
|
|
2020
Q3 | $55K | Hold |
438
| – | – | 0.01% | 306 |
|
|
2020
Q2 | $54K | Hold |
438
| – | – | 0.01% | 273 |
|
|
2020
Q1 | $52K | Buy |
438
+210
| +92% | +$24.9K | 0.01% | 270 |
|
|
2019
Q4 | $27K | Hold |
228
| – | – | ﹤0.01% | 378 |
|
|
2019
Q3 | $27K | Buy |
228
+130
| +133% | +$15.4K | ﹤0.01% | 354 |
|
|
2019
Q2 | $11K | Buy |
+98
| New | +$11K | ﹤0.01% | 419 |
|