MYCIO Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,774
| Closed | -$323K | – | 349 |
|
|
2019
Q4 | $323K | Hold |
2,774
| – | – | 0.02% | 256 |
|
|
2019
Q3 | $323K | Hold |
2,774
| – | – | 0.02% | 233 |
|
|
2019
Q2 | $320K | Buy |
2,774
+425
| +18% | +$49K | 0.03% | 228 |
|
|
2019
Q1 | $266K | Buy |
+2,349
| New | +$266K | 0.02% | 236 |
|
|
2015
Q4 | – | Sell |
-395
| Closed | -$44K | – | 823 |
|
|
2015
Q3 | $44K | Buy |
+395
| New | +$44K | 0.01% | 314 |
|
|
2013
Q3 | – | Sell |
-900
| Closed | -$101K | – | 564 |
|
|
2013
Q2 | $101K | Buy |
+900
| New | +$101K | 0.03% | 167 |
|