OWA
Outlook Wealth Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,981
| Closed | -$383K | – | 198 |
|
|
2022
Q3 | $383K | Sell |
3,981
-122
| -3% | -$11.7K | 0.17% | 133 |
|
|
2022
Q2 | $417K | Sell |
4,103
-275
| -6% | -$27.9K | 0.17% | 135 |
|
|
2022
Q1 | $459K | Sell |
4,378
-56
| -1% | -$5.87K | 0.15% | 143 |
|
|
2021
Q4 | $469K | Sell |
4,434
-269
| -6% | -$28.5K | 0.14% | 145 |
|
|
2021
Q3 | $497K | Sell |
4,703
-432
| -8% | -$45.7K | 0.16% | 146 |
|
|
2021
Q2 | $546K | Buy |
+5,135
| New | +$546K | 0.17% | 145 |
|