Provence Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $3.65K | Sell |
34
-169
| -83% | -$18.2K | ﹤0.01% | 376 |
|
|
2023
Q3 | $21.1K | Buy |
+203
| New | +$21.1K | 0.01% | 260 |
|
|
2022
Q4 | – | Sell |
-10,228
| Closed | -$1.07M | – | 122 |
|
|
2022
Q3 | $1.07M | Sell |
10,228
-308
| -3% | -$32.3K | 1.4% | 20 |
|
|
2022
Q2 | $1.2M | Buy |
10,536
+4,330
| +70% | +$493K | 1.57% | 17 |
|
|
2022
Q1 | $773K | Sell |
6,206
-1,131
| -15% | -$141K | 0.88% | 25 |
|
|
2021
Q4 | $948K | Buy |
+7,337
| New | +$948K | 1.07% | 24 |
|