Professional Planning’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 | $721K | Buy |
5,650
+369
| +7% | +$47.1K | 0.34% | 58 |
|
|
2021
Q2 | $676K | Sell |
5,281
-8,096
| -61% | -$1.04M | 0.31% | 60 |
|
|
2021
Q1 | $1.68M | Sell |
13,377
-13,469
| -50% | -$1.69M | 0.82% | 28 |
|
|
2020
Q4 | $3.43M | Buy |
26,846
+4,492
| +20% | +$573K | 1.38% | 14 |
|
|
2020
Q3 | $2.83M | Buy |
22,354
+20,680
| +1,235% | +$2.62M | 2.15% | 12 |
|
|
2020
Q2 | $206K | Buy |
+1,674
| New | +$206K | 0.11% | 113 |
|