Ranch Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-148
| Closed | -$19K | – | 539 |
|
|
2021
Q3 | $19K | Buy |
+148
| New | +$19K | 0.01% | 384 |
|
|
2020
Q4 | – | Sell |
-150
| Closed | -$18K | – | 913 |
|
|
2020
Q3 | $18K | Hold |
150
| – | – | 0.01% | 477 |
|
|
2020
Q2 | $18K | Sell |
150
-120
| -44% | -$14.4K | 0.01% | 501 |
|
|
2020
Q1 | $31K | Sell |
270
-450
| -63% | -$51.7K | 0.03% | 357 |
|
|
2019
Q4 | $84K | Buy |
+720
| New | +$84K | 0.07% | 243 |
|