Plotkin Financial Advisors’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,925
| Closed | -$378K | – | 90 |
|
|
2021
Q4 | $378K | Sell |
2,925
-9,352
| -76% | -$1.21M | 0.24% | 58 |
|
|
2021
Q3 | $1.57M | Buy |
12,277
+1,345
| +12% | +$172K | 0.93% | 26 |
|
|
2021
Q2 | $1.4M | Buy |
10,932
+6,595
| +152% | +$844K | 0.77% | 33 |
|
|
2021
Q1 | $544K | Buy |
4,337
+400
| +10% | +$50.2K | 0.33% | 43 |
|
|
2020
Q4 | $503K | Buy |
+3,937
| New | +$503K | 0.33% | 39 |
|