Lenox Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $59K | Buy |
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|
2021
Q4 | $20K | Hold |
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|
2021
Q3 | $20K | Hold |
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|
2021
Q2 | $20K | Sell |
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|
2021
Q1 | $44K | Buy |
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|
2020
Q4 | $20K | Hold |
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|
2020
Q3 | $20K | Buy |
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|
2020
Q2 | $4K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $2K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $98K | Sell |
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|
2013
Q3 | $148K | Sell |
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|
2013
Q2 | $167K | Buy |
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