RWA
Rooted Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,218
| Closed | -$336K | – | 84 |
|
|
2023
Q3 | $336K | Buy |
3,218
+360
| +13% | +$37.6K | 0.21% | 56 |
|
|
2023
Q2 | $304K | Sell |
2,858
-35
| -1% | -$3.72K | 0.21% | 59 |
|
|
2023
Q1 | $318K | Buy |
2,893
+263
| +10% | +$28.9K | 0.24% | 54 |
|
|
2022
Q4 | $280K | Buy |
+2,630
| New | +$280K | 0.23% | 52 |
|