RPWA
Regent Peak Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,758
| Closed | -$219K | – | 175 |
|
|
2022
Q1 | $219K | Sell |
1,758
-58
| -3% | -$7.23K | 0.06% | 150 |
|
|
2021
Q4 | $235K | Sell |
1,816
-154
| -8% | -$19.9K | 0.06% | 150 |
|
|
2021
Q3 | $252K | Hold |
1,970
| – | – | 0.07% | 146 |
|
|
2021
Q2 | $257K | Sell |
1,970
-430
| -18% | -$56.1K | 0.07% | 143 |
|
|
2021
Q1 | $301K | Buy |
2,400
+10
| +0.4% | +$1.25K | 0.1% | 120 |
|
|
2020
Q4 | $305K | Buy |
2,390
+176
| +8% | +$22.5K | 0.1% | 108 |
|
|
2020
Q3 | $280K | Sell |
2,214
-20
| -0.9% | -$2.53K | 0.12% | 100 |
|
|
2020
Q2 | $275K | Sell |
2,234
-388
| -15% | -$47.8K | 0.12% | 98 |
|
|
2020
Q1 | $309K | Sell |
2,622
-197
| -7% | -$23.2K | 0.17% | 82 |
|
|
2019
Q4 | $328K | Buy |
+2,819
| New | +$328K | 0.15% | 89 |
|