SWM
Selective Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $239K | Buy |
2,197
+85
| +4% | +$9.24K | 0.13% | 106 |
|
|
2022
Q3 | $222K | Sell |
2,112
-101
| -5% | -$10.6K | 0.1% | 113 |
|
|
2022
Q2 | $252K | Buy |
2,213
+165
| +8% | +$18.8K | 0.09% | 118 |
|
|
2022
Q1 | $255K | Sell |
2,048
-733
| -26% | -$91.3K | 0.09% | 109 |
|
|
2021
Q4 | $359K | Buy |
2,781
+689
| +33% | +$88.9K | 0.15% | 77 |
|
|
2021
Q3 | $267K | Buy |
2,092
+1,604
| +329% | +$205K | 0.14% | 81 |
|
|
2021
Q2 | $62K | Buy |
+488
| New | +$62K | 0.05% | 167 |
|