Lloyd Advisory Services’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
Q2 | – | Sell |
-84
| Closed | -$10K | – | 522 |
|
|
2022
Q1 | $10K | Sell |
84
-238
| -74% | -$28.3K | ﹤0.01% | 398 |
|
|
2021
Q4 | $42K | Buy |
322
+280
| +667% | +$36.5K | 0.02% | 227 |
|
|
2021
Q3 | $5K | Buy |
+42
| New | +$5K | ﹤0.01% | 316 |
|
|
2021
Q1 | – | Sell |
-4
| Closed | -$1K | – | 414 |
|
|
2020
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 350 |
|
|
2020
Q3 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 314 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 346 |
|
|
2020
Q1 | – | Sell |
-7
| Closed | -$1K | – | 400 |
|
|
2019
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 350 |
|