Provenance Wealth Advisors’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
2024
Q2
Sell
-4
Closed -$430 547
2024
Q1
$430 Hold
4
﹤0.01% 527
2023
Q4
$430 Sell
4
-4
-50% -$430 ﹤0.01% 579
2023
Q3
$830 Buy
+8
New +$830 ﹤0.01% 426