Peak Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-5,655
| Closed | -$619K | – | 35 |
|
|
2018
Q4 | $619K | Sell |
5,655
-300
| -5% | -$32.8K | 0.44% | 29 |
|
|
2018
Q3 | $650K | Buy |
5,955
+363
| +6% | +$39.6K | 0.48% | 29 |
|
|
2018
Q2 | $631K | Buy |
5,592
+790
| +16% | +$89.1K | 0.38% | 43 |
|
|
2018
Q1 | $543K | Buy |
4,802
+688
| +17% | +$77.8K | 0.42% | 27 |
|
|
2017
Q4 | $467K | Hold |
4,114
| – | – | 0.32% | 47 |
|
|
2017
Q3 | $467K | Sell |
4,114
-2,183
| -35% | -$248K | 0.31% | 47 |
|
|
2017
Q2 | $714K | Buy |
+6,297
| New | +$714K | 0.4% | 60 |
|