Leicht Financial Planning & 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
2020
Q2
Sell
-3,269
Closed -$386K 54
2020
Q1
$386K Sell
3,269
-12,408
-79% -$1.47M 0.37% 39
2019
Q4
$1.83M Sell
15,677
-19,417
-55% -$2.26M 1.66% 22
2019
Q3
$4.08M Buy
35,094
+24,503
+231% +$2.85M 3.9% 12
2019
Q2
$1.22M Buy
+10,591
New +$1.22M 1.2% 25