MKD Wealth Coaches’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 |
-23,801
| Closed | -$3.04M | – | 25 |
|
|
2020
Q4 | $3.04M | Buy |
23,801
+3,263
| +16% | +$416K | 4.87% | 4 |
|
|
2020
Q3 | $2.6M | Buy |
+20,538
| New | +$2.6M | 3.71% | 9 |
|
|
2020
Q1 | – | Sell |
-54,400
| Closed | -$6.34M | – | 54 |
|
|
2019
Q4 | $6.34M | Buy |
+54,400
| New | +$6.34M | 5.4% | 6 |
|
|
2019
Q3 | – | Sell |
-150
| Closed | -$17K | – | 184 |
|
|
2019
Q2 | $17K | Buy |
+150
| New | +$17K | 0.02% | 133 |
|