OPWM
Oxinas Partners Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,349
| Closed | -$244K | – | 122 |
|
|
2023
Q3 | $244K | Sell |
2,349
-4
| -0.2% | -$415 | 0.18% | 93 |
|
|
2023
Q2 | $253K | Buy |
2,353
+322
| +16% | +$34.7K | 0.17% | 99 |
|
|
2023
Q1 | $224K | Sell |
2,031
-8,999
| -82% | -$992K | 0.16% | 95 |
|
|
2022
Q4 | $1.17M | Sell |
11,030
-245
| -2% | -$26.1K | 0.99% | 29 |
|
|
2022
Q3 | $1.18M | Sell |
11,275
-10,231
| -48% | -$1.07M | 0.98% | 29 |
|
|
2022
Q2 | $2.45M | Buy |
21,506
+1,105
| +5% | +$126K | 1.86% | 19 |
|
|
2022
Q1 | $2.54M | Buy |
20,401
+4,382
| +27% | +$546K | 1.59% | 17 |
|
|
2021
Q4 | $2.07M | Buy |
+16,019
| New | +$2.07M | 1.18% | 21 |
|
|
2021
Q2 | – | Sell |
-9,999
| Closed | -$1.26M | – | 162 |
|
|
2021
Q1 | $1.26M | Sell |
9,999
-27,949
| -74% | -$3.51M | 0.8% | 39 |
|
|
2020
Q4 | $4.84M | Buy |
+37,948
| New | +$4.84M | 3.6% | 6 |
|