MTWM
Masso Torrence Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-15,915
| Closed | -$1.54M | – | 96 |
|
|
2022
Q4 | $1.54M | Sell |
15,915
-17,516
| -52% | -$1.7M | 1.23% | 28 |
|
|
2022
Q3 | $3.21M | Buy |
33,431
+3,295
| +11% | +$317K | 2.84% | 11 |
|
|
2022
Q2 | $3.06M | Buy |
30,136
+3,755
| +14% | +$381K | 2.69% | 13 |
|
|
2022
Q1 | $2.77M | Buy |
26,381
+4,953
| +23% | +$520K | 2.22% | 16 |
|
|
2021
Q4 | $2.27M | Buy |
+21,428
| New | +$2.27M | 1.59% | 19 |
|