Morton Brown Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-26
| Closed | -$2.8K | – | 290 |
|
|
2023
Q4 | $2.8K | Sell |
26
-6,887
| -100% | -$740K | ﹤0.01% | 228 |
|
|
2023
Q3 | $717K | Sell |
6,913
-3,673
| -35% | -$381K | 0.37% | 27 |
|
|
2023
Q2 | $1.14M | Sell |
10,586
-812
| -7% | -$87.4K | 0.61% | 23 |
|
|
2023
Q1 | $1.26M | Sell |
11,398
-532
| -4% | -$58.7K | 0.75% | 22 |
|
|
2022
Q4 | $1.27M | Sell |
11,930
-75
| -0.6% | -$7.98K | 0.87% | 20 |
|
|
2022
Q3 | $1.26M | Sell |
12,005
-237
| -2% | -$24.9K | 1% | 19 |
|
|
2022
Q2 | $1.39M | Sell |
12,242
-1
| -0% | -$114 | 1.08% | 18 |
|
|
2022
Q1 | $1.53M | Sell |
12,243
-640
| -5% | -$79.7K | 1.15% | 18 |
|
|
2021
Q4 | $1.66M | Buy |
+12,883
| New | +$1.66M | 1.28% | 16 |
|