Meridian Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-33,322
| Closed | -$3.55M | – | 101 |
|
|
2022
Q4 | $3.55M | Sell |
33,322
-502
| -1% | -$53.4K | 0.82% | 17 |
|
|
2022
Q3 | $3.55M | Sell |
33,824
-31,332
| -48% | -$3.29M | 0.89% | 17 |
|
|
2022
Q2 | $7.42M | Buy |
65,156
+2,087
| +3% | +$238K | 1.76% | 13 |
|
|
2022
Q1 | $7.86M | Buy |
63,069
+1,907
| +3% | +$238K | 1.65% | 13 |
|
|
2021
Q4 | $7.9M | Buy |
61,162
+2,801
| +5% | +$362K | 1.58% | 15 |
|
|
2021
Q3 | $7.45M | Buy |
+58,361
| New | +$7.45M | 1.61% | 15 |
|