SWA
Sax 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
Q3 | – | Sell |
-1,865
| Closed | -$201K | – | 185 |
|
|
2023
Q2 | $201K | Sell |
1,865
-141
| -7% | -$15.2K | 0.04% | 170 |
|
|
2023
Q1 | $221K | Sell |
2,006
-25
| -1% | -$2.76K | 0.05% | 161 |
|
|
2022
Q4 | $216K | Buy |
+2,031
| New | +$216K | 0.05% | 152 |
|
|
2021
Q2 | – | Sell |
-2,865
| Closed | -$360K | – | 162 |
|
|
2021
Q1 | $360K | Hold |
2,865
| – | – | 0.13% | 105 |
|
|
2020
Q4 | $366K | Buy |
+2,865
| New | +$366K | 0.17% | 89 |
|