Southern Capital 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 |
-2,067
| Closed | -$220K | – | 84 |
|
|
2022
Q4 | $220K | Sell |
2,067
-204
| -9% | -$21.7K | 0.17% | 65 |
|
|
2022
Q3 | $238K | Sell |
2,271
-721
| -24% | -$75.6K | 0.19% | 55 |
|
|
2022
Q2 | $341K | Sell |
2,992
-4
| -0.1% | -$456 | 0.27% | 48 |
|
|
2022
Q1 | $373K | Sell |
2,996
-46,873
| -94% | -$5.84M | 0.26% | 48 |
|
|
2021
Q4 | $6.44M | Buy |
+49,869
| New | +$6.44M | 3.98% | 7 |
|