MFM
Mirsky Financial Management’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $4.48M | Buy |
34,667
+459
| +1% | +$59.3K | 1.85% | 19 |
|
|
2021
Q3 | $4.37M | Buy |
34,208
+1,143
| +3% | +$146K | 1.95% | 18 |
|
|
2021
Q2 | $4.23M | Buy |
33,065
+3,399
| +11% | +$435K | 1.88% | 18 |
|
|
2021
Q1 | $3.72M | Buy |
29,666
+1,746
| +6% | +$219K | 1.73% | 24 |
|
|
2020
Q4 | $3.56M | Buy |
27,920
+1,394
| +5% | +$178K | 1.83% | 23 |
|
|
2020
Q3 | $3.36M | Buy |
26,526
+750
| +3% | +$94.9K | 1.9% | 23 |
|
|
2020
Q2 | $3.17M | Buy |
25,776
+7,666
| +42% | +$943K | 1.9% | 23 |
|
|
2020
Q1 | $2.14M | Buy |
18,110
+1,803
| +11% | +$213K | 1.51% | 20 |
|
|
2019
Q4 | $1.9M | Buy |
16,307
+1,141
| +8% | +$133K | 1.23% | 20 |
|
|
2019
Q3 | $1.76M | Buy |
15,166
+819
| +6% | +$95.3K | 1.27% | 21 |
|
|
2019
Q2 | $1.66M | Buy |
14,347
+313
| +2% | +$36.2K | 1.25% | 22 |
|
|
2019
Q1 | $1.59M | Sell |
14,034
-362
| -3% | -$40.9K | 1.23% | 22 |
|
|
2018
Q4 | $1.58M | Buy |
+14,396
| New | +$1.58M | 1.38% | 17 |
|