MCIA
Mountain Capital Investment Advisors’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-10,842
| Closed | -$1.39M | – | 128 |
|
|
2021
Q3 | $1.39M | Buy |
+10,842
| New | +$1.39M | 0.73% | 33 |
|
|
2018
Q4 | – | Sell |
-2,256
| Closed | -$250K | – | 43 |
|
|
2018
Q3 | $250K | Sell |
2,256
-1,340
| -37% | -$148K | 0.24% | 35 |
|
|
2018
Q2 | $406K | Buy |
3,596
+432
| +14% | +$48.8K | 0.4% | 21 |
|
|
2018
Q1 | $358K | Buy |
+3,164
| New | +$358K | 0.39% | 21 |
|
|
2017
Q4 | – | Sell |
-1,326
| Closed | -$151K | – | 383 |
|
|
2017
Q3 | $151K | Buy |
1,326
+1,140
| +613% | +$130K | 0.13% | 41 |
|
|
2017
Q2 | $21K | Buy |
+186
| New | +$21K | 0.02% | 204 |
|