Richwood Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,895
| Closed | -$202K | – | 107 |
|
|
2022
Q4 | $202K | Buy |
+1,895
| New | +$202K | 0.2% | 105 |
|
|
2022
Q3 | – | Sell |
-1,895
| Closed | -$216K | – | 105 |
|
|
2022
Q2 | $216K | Sell |
1,895
-150
| -7% | -$17.1K | 0.22% | 102 |
|
|
2022
Q1 | $255K | Sell |
2,045
-75
| -4% | -$9.35K | 0.23% | 102 |
|
|
2021
Q4 | $274K | Buy |
+2,120
| New | +$274K | 0.24% | 92 |
|