Leicht Financial Planning & Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-5,737
| Closed | -$573K | – | 53 |
|
|
2020
Q1 | $573K | Sell |
5,737
-19,072
| -77% | -$1.9M | 0.55% | 29 |
|
|
2019
Q4 | $2.5M | Sell |
24,809
-24,714
| -50% | -$2.49M | 2.27% | 13 |
|
|
2019
Q3 | $4.96M | Sell |
49,523
-21,852
| -31% | -$2.19M | 4.74% | 7 |
|
|
2019
Q2 | $7.18M | Sell |
71,375
-5,308
| -7% | -$534K | 7.03% | 1 |
|
|
2019
Q1 | $7.64M | Buy |
76,683
+41,723
| +119% | +$4.16M | 7.88% | 1 |
|
|
2018
Q4 | $3.43M | Buy |
34,960
+18,209
| +109% | +$1.79M | 4.53% | 5 |
|
|
2018
Q3 | $1.66M | Buy |
16,751
+14,724
| +726% | +$1.46M | 1.97% | 18 |
|
|
2018
Q2 | $201K | Buy |
+2,027
| New | +$201K | 0.17% | 30 |
|