MWM
Minot Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,817
| Closed | -$235K | – | 223 |
|
|
2021
Q4 | $235K | Buy |
1,817
+5
| +0.3% | +$647 | 0.05% | 178 |
|
|
2021
Q3 | $231K | Hold |
1,812
| – | – | 0.05% | 181 |
|
|
2021
Q2 | $232K | Sell |
1,812
-100
| -5% | -$12.8K | 0.05% | 179 |
|
|
2021
Q1 | $240K | Hold |
1,912
| – | – | 0.06% | 162 |
|
|
2020
Q4 | $244K | Hold |
1,912
| – | – | 0.07% | 137 |
|
|
2020
Q3 | $242K | Buy |
1,912
+255
| +15% | +$32.3K | 0.09% | 122 |
|
|
2020
Q2 | $204K | Buy |
+1,657
| New | +$204K | 0.1% | 107 |
|