Patriot Financial Group Insurance Agency’s Invesco 0-5 Yr US TIPS ETF PBTP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-638
| Closed | -$16K | – | 1488 |
|
|
2022
Q2 | $16K | Hold |
638
| – | – | ﹤0.01% | 1088 |
|
|
2022
Q1 | $17K | Hold |
638
| – | – | ﹤0.01% | 1156 |
|
|
2021
Q4 | $17K | Hold |
638
| – | – | ﹤0.01% | 1293 |
|
|
2021
Q3 | $17K | Buy |
638
+172
| +37% | +$4.58K | ﹤0.01% | 1293 |
|
|
2021
Q2 | $12K | Hold |
466
| – | – | ﹤0.01% | 1381 |
|
|
2021
Q1 | $12K | Buy |
+466
| New | +$12K | ﹤0.01% | 1301 |
|