New England Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,894
| Closed | -$202K | – | 112 |
|
|
2022
Q4 | $202K | Buy |
+1,894
| New | +$202K | 0.04% | 103 |
|
|
2022
Q3 | – | Sell |
-1,865
| Closed | -$232K | – | 106 |
|
|
2022
Q2 | $232K | Sell |
1,865
-2
| -0.1% | -$249 | 0.04% | 95 |
|
|
2022
Q1 | $232K | Buy |
1,867
+2
| +0.1% | +$249 | 0.04% | 96 |
|
|
2021
Q4 | $242K | Buy |
1,865
+6
| +0.3% | +$779 | 0.04% | 95 |
|
|
2021
Q3 | $238K | Buy |
1,859
+9
| +0.5% | +$1.15K | 0.04% | 95 |
|
|
2021
Q2 | $236K | Sell |
1,850
-113
| -6% | -$14.4K | 0.04% | 96 |
|
|
2021
Q1 | $247K | Buy |
+1,963
| New | +$247K | 0.04% | 87 |
|