Level Financial Advisors’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
2022
Q4
Sell
-183
Closed -$19K 295
2022
Q3
$19K Hold
183
0.01% 141
2022
Q2
$21K Hold
183
0.02% 143
2022
Q1
$23K Sell
183
-50
-21% -$6.28K 0.02% 120
2021
Q4
$30K Buy
+233
New +$30K 0.02% 118