MLA
My Legacy Advisors’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,001
| Closed | -$320K | – | 210 |
|
|
2024
Q2 | $320K | Buy |
3,001
+363
| +14% | +$38.8K | 0.1% | 183 |
|
|
2024
Q1 | $283K | Sell |
2,638
-2,711
| -51% | -$291K | 0.1% | 194 |
|
|
2023
Q4 | $574K | Buy |
5,349
+556
| +12% | +$59.7K | 0.21% | 140 |
|
|
2023
Q3 | $491K | Buy |
+4,793
| New | +$491K | 0.2% | 140 |
|