LWA

LWS Wealth Advisors’s Invesco 0-5 Yr US TIPS ETF PBTP Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-9,611	Closed	-$240K	–	60
2023 Q1	$240K	Buy	9,611 +2	+0%	+$50	0.1%	54
2022 Q4	$234K	Sell	9,609 -2,287	-19%	-$55.8K	0.1%	55
2022 Q3	$290K	Buy	+11,896	New	+$290K	0.11%	53