Parisi Gray Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-699
| Closed | -$90K | – | 507 |
|
|
2021
Q2 | $90K | Buy |
+699
| New | +$90K | 0.03% | 223 |
|
|
2019
Q2 | – | Sell |
-350
| Closed | -$40K | – | 419 |
|
|
2019
Q1 | $40K | Hold |
350
| – | – | 0.03% | 242 |
|
|
2018
Q4 | $38K | Hold |
350
| – | – | 0.03% | 244 |
|
|
2018
Q3 | $39K | Hold |
350
| – | – | 0.02% | 259 |
|
|
2018
Q2 | $40K | Hold |
350
| – | – | 0.03% | 264 |
|
|
2018
Q1 | $39K | Buy |
350
+20
| +6% | +$2.23K | 0.03% | 253 |
|
|
2017
Q4 | $38K | Buy |
+330
| New | +$38K | 0.03% | 254 |
|