Life Planning Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-280
| Closed | -$30.1K | – | 222 |
|
|
2023
Q4 | $30.1K | Buy |
+280
| New | +$30.1K | 0.03% | 119 |
|
|
2022
Q3 | $29.4K | Sell |
280
-130
| -32% | -$13.6K | 0.03% | 107 |
|
|
2022
Q2 | $47K | Hold |
410
| – | – | 0.05% | 91 |
|
|
2022
Q1 | $51K | Hold |
410
| – | – | 0.05% | 88 |
|
|
2021
Q4 | $53K | Buy |
+410
| New | +$53K | 0.05% | 86 |
|