Squar Milner Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-233
| Closed | -$27K | – | 687 |
|
|
2020
Q1 | $27K | Sell |
233
-5,851
| -96% | -$678K | 0.02% | 427 |
|
|
2019
Q4 | $709K | Buy |
+6,084
| New | +$709K | 0.35% | 55 |
|
|
2019
Q3 | – | Sell |
-790
| Closed | -$91K | – | 666 |
|
|
2019
Q2 | $91K | Sell |
790
-1,718
| -69% | -$198K | 0.06% | 285 |
|
|
2019
Q1 | $283K | Buy |
2,508
+1,264
| +102% | +$143K | 0.21% | 116 |
|
|
2018
Q4 | $136K | Buy |
1,244
+873
| +235% | +$95.4K | 0.13% | 184 |
|
|
2018
Q3 | $41K | Sell |
371
-66
| -15% | -$7.29K | 0.04% | 325 |
|
|
2018
Q2 | $49K | Buy |
+437
| New | +$49K | 0.04% | 334 |
|