POIA
Pin Oak Investment Advisors’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-25
| Closed | -$3K | – | 483 |
|
|
2024
Q4 | $3K | Hold |
25
| – | – | ﹤0.01% | 417 |
|
|
2024
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 439 |
|
|
2024
Q2 | $3K | Hold |
25
| – | – | ﹤0.01% | 414 |
|
|
2024
Q1 | $3K | Hold |
25
| – | – | ﹤0.01% | 415 |
|
|
2023
Q4 | $3K | Hold |
25
| – | – | ﹤0.01% | 422 |
|
|
2023
Q3 | $3K | Hold |
25
| – | – | ﹤0.01% | 423 |
|
|
2023
Q2 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 412 |
|
|
2020
Q1 | – | Sell |
-10
| Closed | -$1K | – | 423 |
|
|
2019
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 386 |
|
|
2019
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 410 |
|
|
2019
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 456 |
|
|
2019
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 418 |
|
|
2018
Q4 | $1K | Sell |
10
-95
| -90% | -$9.5K | ﹤0.01% | 416 |
|
|
2018
Q3 | $12K | Hold |
105
| – | – | 0.01% | 307 |
|
|
2018
Q2 | $12K | Sell |
105
-34
| -24% | -$3.89K | 0.01% | 309 |
|
|
2018
Q1 | $16K | Hold |
139
| – | – | 0.01% | 291 |
|
|
2017
Q4 | $16K | Buy |
+139
| New | +$16K | 0.01% | 297 |
|