Moneywise Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-2,029
| Closed | -$230K | – | 40 |
|
|
2017
Q3 | $230K | Buy |
2,029
+50
| +3% | +$5.67K | 0.18% | 30 |
|
|
2017
Q2 | $225K | Sell |
1,979
-87
| -4% | -$9.89K | 0.19% | 32 |
|
|
2017
Q1 | $237K | Hold |
2,066
| – | – | 0.21% | 31 |
|
|
2016
Q4 | $234K | Buy |
2,066
+93
| +5% | +$10.5K | 0.23% | 31 |
|
|
2016
Q3 | $230K | Buy |
+1,973
| New | +$230K | 0.24% | 31 |
|