Midwest Professional Planners Ltd (MPPL)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-8,615
| Closed | -$1.1M | – | 115 |
|
|
2020
Q4 | $1.1M | Buy |
8,615
+581
| +7% | +$74.2K | 0.68% | 37 |
|
|
2020
Q3 | $1.02M | Buy |
8,034
+1,024
| +15% | +$129K | 0.71% | 40 |
|
|
2020
Q2 | $862K | Buy |
+7,010
| New | +$862K | 0.68% | 42 |
|
|
2018
Q3 | – | Sell |
-160
| Closed | -$18K | – | 269 |
|
|
2018
Q2 | $18K | Hold |
160
| – | – | 0.02% | 197 |
|
|
2018
Q1 | $18K | Hold |
160
| – | – | 0.02% | 194 |
|
|
2017
Q4 | $18K | Buy |
+160
| New | +$18K | 0.02% | 197 |
|