Personal Wealth Partners’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 |
-839
| Closed | -$107K | – | 360 |
|
2021
Q2 | $107K | Buy |
+839
| New | +$107K | 0.04% | 111 |
|
2020
Q1 | – | Sell |
-713
| Closed | -$83K | – | 549 |
|
2019
Q4 | $83K | Hold |
713
| – | – | 0.04% | 111 |
|
2019
Q3 | $83K | Hold |
713
| – | – | 0.04% | 113 |
|
2019
Q2 | $82K | Buy |
+713
| New | +$82K | 0.04% | 98 |
|