Resurgent Financial 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
Q3 | – | Sell |
-2,268
| Closed | -$242K | – | 188 |
|
|
2024
Q2 | $242K | Buy |
+2,268
| New | +$242K | 0.15% | 157 |
|
|
2024
Q1 | – | Sell |
-1,572
| Closed | -$169K | – | 442 |
|
|
2023
Q4 | $169K | Sell |
1,572
-185
| -11% | -$19.9K | 0.1% | 182 |
|
|
2023
Q3 | $182K | Buy |
1,757
+1,122
| +177% | +$116K | 0.12% | 158 |
|
|
2023
Q2 | $68.3K | Hold |
635
| – | – | 0.05% | 286 |
|
|
2023
Q1 | $70K | Sell |
635
-517
| -45% | -$57K | 0.05% | 279 |
|
|
2022
Q4 | $123K | Sell |
1,152
-1,371
| -54% | -$146K | 0.06% | 274 |
|
|
2022
Q3 | $264K | Sell |
2,523
-35
| -1% | -$3.66K | 0.18% | 144 |
|
|
2022
Q2 | $291K | Buy |
2,558
+650
| +34% | +$73.9K | 0.19% | 134 |
|
|
2022
Q1 | $238K | Buy |
+1,908
| New | +$238K | 0.15% | 150 |
|