Sowa Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,132
| Closed | -$144K | – | 207 |
|
|
2020
Q4 | $144K | Buy |
1,132
+375
| +50% | +$47.7K | 0.1% | 75 |
|
|
2020
Q3 | $96K | Hold |
757
| – | – | 0.07% | 90 |
|
|
2020
Q2 | $93K | Hold |
757
| – | – | 0.07% | 85 |
|
|
2020
Q1 | $89K | Sell |
757
-16
| -2% | -$1.88K | 0.08% | 77 |
|
|
2019
Q4 | $90K | Buy |
+773
| New | +$90K | 0.07% | 89 |
|