ShoreHaven Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,521
| Closed | -$579K | – | 83 |
|
|
2022
Q3 | $579K | Sell |
5,521
-4,252
| -44% | -$446K | 0.44% | 45 |
|
|
2022
Q2 | $1.11M | Buy |
9,773
+7,583
| +346% | +$864K | 0.8% | 32 |
|
|
2022
Q1 | $272K | Buy |
+2,190
| New | +$272K | 0.14% | 55 |
|
|
2021
Q2 | – | Sell |
-12,707
| Closed | -$1.6M | – | 231 |
|
|
2021
Q1 | $1.6M | Buy |
12,707
+208
| +2% | +$26.1K | 0.86% | 28 |
|
|
2020
Q4 | $1.6M | Buy |
+12,499
| New | +$1.6M | 0.89% | 28 |
|