QFA
Quattro Financial Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-78,602
| Closed | -$7.93M | – | 58 |
|
|
2019
Q4 | $7.93M | Hold |
78,602
| – | – | 2.55% | 12 |
|
|
2019
Q3 | $7.87M | Hold |
78,602
| – | – | 2.39% | 12 |
|
|
2019
Q2 | $7.88M | Buy |
+78,602
| New | +$7.88M | 2.43% | 14 |
|
|
2018
Q4 | – | Sell |
-21,466
| Closed | -$2.11M | – | 96 |
|
|
2018
Q3 | $2.11M | Sell |
21,466
-19,716
| -48% | -$1.94M | 0.77% | 32 |
|
|
2018
Q2 | $4.09M | Sell |
41,182
-39,970
| -49% | -$3.97M | 2.03% | 16 |
|
|
2018
Q1 | $8.11M | Buy |
+81,152
| New | +$8.11M | 3.2% | 13 |
|