SEA
Stegent Equity Advisors’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,446
| Closed | -$270K | – | 72 |
|
|
2023
Q1 | $270K | Sell |
2,446
-2,244
| -48% | -$247K | 0.27% | 56 |
|
|
2022
Q4 | $499K | Buy |
+4,690
| New | +$499K | 0.6% | 48 |
|
|
2022
Q1 | – | Sell |
-6,739
| Closed | -$870K | – | 112 |
|
|
2021
Q4 | $870K | Buy |
+6,739
| New | +$870K | 0.71% | 48 |
|