Lake Point Wealth 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
Q2 | $1K | Buy |
8
+7
| +700% | +$875 | ﹤0.01% | 411 |
|
|
2022
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 481 |
|
|
2021
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 484 |
|
|
2021
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 456 |
|
|
2021
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 440 |
|
|
2020
Q1 | $2K | Hold |
13
| – | – | ﹤0.01% | 274 |
|
|
2019
Q4 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 514 |
|
|
2019
Q2 | $3K | Hold |
28
| – | – | ﹤0.01% | 494 |
|
|
2019
Q1 | $3K | Sell |
28
-1,441
| -98% | -$154K | ﹤0.01% | 494 |
|
|
2018
Q4 | $161K | Buy |
+1,469
| New | +$161K | 0.06% | 172 |
|