LWA
Lineweaver Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-15,180
| Closed | -$1.58M | – | 143 |
|
|
2023
Q3 | $1.58M | Sell |
15,180
-461
| -3% | -$47.8K | 0.46% | 44 |
|
|
2023
Q2 | $1.68M | Sell |
15,641
-721
| -4% | -$77.7K | 0.48% | 45 |
|
|
2023
Q1 | $1.81M | Sell |
16,362
-28,202
| -63% | -$3.11M | 0.56% | 41 |
|
|
2022
Q4 | $4.75M | Buy |
44,564
+240
| +0.5% | +$25.6K | 1.44% | 15 |
|
|
2022
Q3 | $4.65M | Sell |
44,324
-38,990
| -47% | -$4.09M | 1.51% | 14 |
|
|
2022
Q2 | $9.49M | Buy |
+83,314
| New | +$9.49M | 3.13% | 7 |
|