Lenox 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 | $1K | Hold |
12
| – | – | ﹤0.01% | 709 |
|
|
2020
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 678 |
|
|
2019
Q4 | $1K | Buy |
12
+7
| +140% | +$583 | ﹤0.01% | 685 |
|
|
2019
Q3 | $0 | Sell |
5
-1
| -17% | – | ﹤0.01% | 729 |
|
|
2019
Q2 | $0 | Buy |
+6
| New | – | ﹤0.01% | 717 |
|
|
2018
Q4 | – | Sell |
-1,092
| Closed | -$45K | – | 679 |
|
|
2018
Q3 | $45K | Buy |
+1,092
| New | +$45K | 0.01% | 242 |
|