Lenox 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 | $3K | Sell |
33
-1
| -3% | -$91 | ﹤0.01% | 599 |
|
|
2020
Q1 | $3K | Buy |
34
+5
| +17% | +$441 | ﹤0.01% | 564 |
|
|
2019
Q4 | $3K | Buy |
29
+5
| +21% | +$517 | ﹤0.01% | 610 |
|
|
2019
Q3 | $2K | Hold |
24
| – | – | ﹤0.01% | 635 |
|
|
2019
Q2 | $2K | Hold |
24
| – | – | ﹤0.01% | 609 |
|
|
2019
Q1 | $2K | Sell |
24
-289
| -92% | -$24.1K | ﹤0.01% | 617 |
|
|
2018
Q4 | $6K | Hold |
313
| – | – | ﹤0.01% | 449 |
|
|
2018
Q3 | $7K | Buy |
+313
| New | +$7K | ﹤0.01% | 456 |
|