LWP
Laurel Wealth Planning’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 |
-32
| Closed | -$3.41K | – | 185 |
|
|
2022
Q4 | $3.41K | Hold |
32
| – | – | ﹤0.01% | 189 |
|
|
2022
Q3 | $3K | Hold |
32
| – | – | ﹤0.01% | 200 |
|
|
2022
Q2 | $4K | Sell |
32
-109
| -77% | -$13.6K | ﹤0.01% | 198 |
|
|
2022
Q1 | $18K | Sell |
141
-60,502
| -100% | -$7.72M | 0.01% | 161 |
|
|
2021
Q4 | $7.84M | Sell |
60,643
-4,303
| -7% | -$556K | 5.94% | 2 |
|
|
2021
Q3 | $8.29M | Buy |
64,946
+3,959
| +6% | +$506K | 6.7% | 2 |
|
|
2021
Q2 | $7.81M | Buy |
60,987
+2,629
| +5% | +$337K | 6.8% | 2 |
|
|
2021
Q1 | $7.32M | Buy |
58,358
+6,049
| +12% | +$759K | 6.7% | 2 |
|
|
2020
Q4 | $6.68M | Buy |
+52,309
| New | +$6.68M | 6.51% | 2 |
|